PGFG’s COVID-19 Preparedness

March 23, 2020

One of the luxuries of working with a firm in the San Francisco Bay Area is we are very well prepared for disasters. We have earthquakes, forest fires, floods, mud slides, and when all else fails, our utility company shuts off our power. Needless to say, we are well prepared for disasters and potential business interruption. Several weeks ago, before school closures and “shelter in place” orders were issued, our management team met to discuss the COVID-19 coronavirus and its possible spread to our country. We discussed the potential outcomes and its impact to our business. We put forth a plan on how we would deal with the different each scenario as it unfolded. We thought it important for you to understand the diligence we have taken to protect the firm, our families, and most importantly you, our clients. Polaris Greystone has been very vigilant from the very beginning. Our management team met and put into place our business strategy for these unusual times. We instituted a “work from home” mandate well before the “shelter in place” order was given. While Polaris Greystone is exempt from this order, due to our status as a financial institution, we felt it important to protect the integrity of our work and felt obligated to be good citizens, so we began our own “social distancing” more than a week ago.

To date, I know of no client that has the COVID-19 virus. No one at Polaris Greystone has shown any sign, nor has had any exposure to anyone that has tested positive for the COVID-19 coronavirus. I hope, with these efforts, that I can repeat these same words in the coming weeks.

Feel free to reach out to any of us at any time to answer any questions you might have, or to simply hear a friendly voice on the other end of the line. It is our pleasure to serve you, especially during these challenging times. Be safe!





   Jeffrey J. Powell
   Managing Partner, Chief Investment Officer




Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only, are based on data we believe to be accurate at the time of writing, and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. Investing involves risk and possible loss of principal capital. Diversification does not ensure a profit or protect against a loss. Past performance is not indicative of future returns. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.


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