Business Continuity Plan

Business Continuation Strategy

Our firm is committed to providing timely service to our clients. We recognize the importance of preparing for various disaster scenarios that could impact our ability to provide service. If a disaster occurs, every effort will be made by the Firm to contact our clients via phone calls, emails, general mailing, and/or posting a message on the company website. If the Firm loses the ability to perform business in our office building, staff will be relocated to an alternative site (e.g. hotel, home) in an unaffected area.  Depending on the severity of the disruption, the Firm expects to be able to assist our clients within 24 hours from the time of the disruption. In the meantime, our telephone provider will transfer all phone calls to alternate numbers. In the event that a client is unable to reach us, they may call Fidelity Institutional and Wealth Management Services at 1-800-523-1203 between the hours of 8:00 am and 8:00 pm, Eastern Time or via email at  While we have detailed plans in place, we cannot guarantee that we will be successful in achieving recovery in the times noted above. For example, we may not be able to implement a plan during a disaster as quickly as we expect, or there may be disasters that we have been unable to anticipate and for which we have no plan. Our continuity plans are periodically updated and modified. Updated plan summaries will be made available on our website and can also be obtained by submitting a written request