Originally posted March 16, 2020

Updated March 30, 2020


In this time of great uncertainty, it is our goal to remain dynamic in our approach to serving our clients, employees, and our community. Social distancing is widely recognized as the most effective manner to control the spread of COVID-19, and that is why we have implemented the following measures:

  • Employees will be working from home in all instances in which it has no adverse effect on our clients.
  • Work-related travel will be restricted until further notice.
  • We will be conducting all client meetings remotely, either by phone or video conference, to further mitigate opportunities for community spread of the virus.
  • The office will be closed until further notice.
  • Our team will be checking voicemail throughout the day and would request that clients continue to use email when possible.

We have made significant investments in technology which enable us to continue to serve clients in situations just like this. Trading, for instance, can be conducted securely from almost anywhere and allows us to continue to be vigilant, maintaining allocations despite a physical disruption. Further, interoffice messaging and video conferencing allows us to collaborate regardless of our work location.

We invite you to reach out to us should you have a question or concern. We will continue to update you with any changes to our approach or service offering.



Austin Asset Executive Team

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