We are Operational and Here for You

Three months ago, we could not have imagined that our world would be facing such a profoundly trying time. We hope you, your family, and your loved ones are safe and healthy. In large measure, Oppenheimer & Co. Inc. has transitioned to work-from-home arrangements to help prevent further spread of COVID-19. However, we are fully operational and stand ready to engage with you – by phone, teleconference, and online.

Our firm and your Financial Advisor are here to assist you and to provide insight and perspective given recent market volatility that may be affecting your portfolio values. Now is the time for us to talk, strategize, and be prepared to take action:

1. Let’s Talk. If you have not already done so, please feel free to contact your advisor to have a conversation about how best to position you for the future. Our Financial Advisors enjoy and greatly appreciate having forward-thinking conversations with their clients. The Coronavirus may permanently change our global economy, and perhaps, permanently alter our way of life in significant ways. Let us assist you in adapting your investment portfolio to the new landscape.
2. Let’s Strategize. Now more than ever, it is important to discuss what you own and why you own it. Let’s make certain that your investment portfolio takes advantage of any new opportunities that may emerge from this terrible crisis. Our analysts are working overtime to understand where we are headed, both domestically and globally, and your advisor will tailor these opportunities for your particular situation.
3. Let’s Prepare to Take Action. While you have a financial strategy in place, now is the ideal time to prepare for actions that fit your goals, timing, and risk tolerance. So, let’s talk about how to adapt your strategy to this evolving situation.

As a reminder, Oppenheimer provides you with remote access to your accounts from your computer or handheld device. Both methods allow you to view all of your account information. You can also email or call your Financial Advisor directly through the app. If you don’t already have online access or the app, your first step is to call your Financial Advisor who will guide you through the process.

As always, we appreciate that you have allowed us to be your committed partner, and even in these trying times we will continue to do so with compassion and care for one another. We are thinking about you, your families, your financial future, and we are here to support you.

Our offices are still open for limited activities but please call your local office if you need to drop off a check or have the need to handle a physical transaction. REMOTE is better for your safety as well as our valued employees.