Cordant, Inc. (“Cordant”) maintains a business continuity plan to address interruptions to our normal course of business. In addition, our custodian maintains a business continuity plan. These plans are reviewed annually and updated as necessary.
Cordant's plan details the steps we will take to perform a risk assessment in the event of an internal business disruption (unique to our firm), or an external business disruption (terrorist attack, city-wide disruption, or a wide-scale regional disruption). We will be prepared to relocate technology and personnel if necessary to alternate locations. In the event of a significant business disruption to our office, our plan is designed to permit our firm to resume operations as quickly as possible; given the scope and severity of the significant business disruption.
If after significant business disruption, you cannot contact us as you usually do at 503-621-9207, please visit our website for updates and alternate telephone numbers to reach us. If you cannot access us through any of those means, you should contact our Custodian, Charles Schwab & Co, Inc. at 800-515-2157 for instructions on how they may provide prompt access to funds and securities; enter orders; and process other trade-related, cash and security transfer transactions for youm the client.
Making sure that any type of disruption does not adversely impact our clients is extremely important to us. Our Business Continiuity Plan is desiged to allow us to provide you with the quality of service you expect from us. If you have questions about our business continuity planning, you can contact us at 503-621-9207.