A Message from David Kaufman, Chair & Co-CEO
In these uncertain times, Westcourt is taking steps to ensure the continuity of our clients’ access to information and their portfolio managers.
In order to ensure the well-being of our staff and clients and contribute towards “flattening the curve” to reduce the impact of COVID 19, we initiated our business continuity plan (BCP) on March 16th, 2020. This has allowed us to successfully transition to working remotely and to continue to maintain safe, secure and uninterrupted operations during this time.
As stewards of your capital, we take our responsibility to you very seriously, and especially so at times of stress in the financial markets and global economy. We are in regular communication with third-party investment managers, via phone, email or video conference to monitor changes in the marketplace.
Our Client Services team is here for you and will continue to keep you posted of developments as the situation unfolds. We encourage our clients to reach out to us at any time. Please email us at firstname.lastname@example.org or contact your Portfolio Manager directly either by phone or email.
David Kaufman, Chair & Co-Chief Executive Officer