COVID-19 Response + Resources
Aldrich is Here to Help You Navigate COVID-19
For more than 45 years, Aldrich has been grounded in our mission of helping our clients’ businesses, and the individuals who make them successful, achieve their goals. As we examined the growing impact of COVID-19 in our communities, it is clear that as a company we want to do what is in the best interest of our clients and employees and what we believe is socially responsible. Effective March 14, 2020, all Aldrich office locations will be closing until further notice.
We have a robust continuity plan in place and will continue to provide a seamless experience for our clients and their interactions with our Aldrich professionals. We are well equipped to work remotely through use of technology and a variety of tools for client meetings and communications. Our professionals have access to their email and phone lines remotely and will be available for questions as usual.
Our team has been closely monitoring the developments of the COVID-19 pandemic and are working hard to keep you informed of the implications to you and your business. Here you will find legislative and regulatory updates related to how COVID-19 may impact you and your business. We will also share pertinent strategies to help you enable and your workforce and stay informed on how to get access to business disruption resources.
Aldrich Group of Companies
Aldrich Wealth Client Information
Aldrich Wealth is communicating continuously with clients through this quickly evolving situation. Past client communications can be found chronologically sorted here by service line:
Private Wealth Communications from Our Investment Committee
3.20.20 Client Letter – Stimulus is Coming
3.17.20 Client Letter – Bear Market Update
3.12.20 Client Letter – Aldrich Wealth Market Update
2.26.20 Client Letter – Coronavirus Letter Update
1.28.20 Client Letter – Coronavirus Impact on Markets
Reach Your Aldrich Wealth Corporate Retirement Team
Aldrich Wealth has a robust continuity plan in place for circumstances such as this. We have the technology tools in place to allow for all forms of client communications, and to perform all aspects of your account management. Your Corporate Retirement Plan Team is working closely with your record keeper to ensure continued seamless delivery of services.
- Advisor and Client Services desk phones will be forwarded to their cell phones. Just call the direct line for the person you’d like to reach and it will go directly to their cell. Please be advised that our regulatory requirements do not allow us to exchange personal or financial information via text
- Voice messages will be returned during regular business hours
- Reach us via email exactly as you would normally
Reach Your Aldrich Private Wealth Advisor + Access Account Information
Aldrich Wealth and our custodial partners have robust continuity plans in place for circumstances such as this. We already have the technology tools in place to allow for all forms of client communications, and to perform all aspects of your account management.
- Advisor and Client Services desk phones will be forwarded to their cell phones. Please be advised that our regulatory requirements do not allow us to exchange personal or financial information via text.
- Voice messages will be returned during regular business hours.
- Reach us via email exactly as you would normally.
- There will be no change to your access to the Private Wealth client portal or the TD Ameritrade and Charles Schwab.
- Additional information on the client portal can be found here. If you need assistance setting up your Private Wealth client portal, please contact Karen Price, Areti McCarthy or Linda Jones-Zack.
Making Deposits to Your Investment Accounts
Clients can send checks to TD Ameritrade directly via overnight mail, regular mail or through the AdvisorClient Mobile Check Deposit feature. (Mobile check deposits are limited to a maximum $50,000 per business day.)
Checks must be made out to TD Ameritrade and the account number must be included in the memo line. If you are making a deposit to an IRA / ROTH / SEP / SIMPLE, please download and complete the Individual Retirement Account (IRA) Deposit Slip here and include it with your check.
TD Ameritrade Institutional
7801 Mesquite Bend Drive
Irving, TX 75063-6043
Charles Schwab & Co.
Clients can send checks to Charles Schwab directly via overnight mail, regular mail or through the Schwab Mobile Deposit app. If using the app, please endorse the check and follow the app directions for deposit. Daily maximum deposit limit information will appear in the mobile deposit process online.
Checks must be made out to Charles Schwab & Co. and the account number must be included in the memo line. If you are making a deposit to an IRA / ROTH / SEP / SIMPLE, please indicate on the check what year the contribution is for.
Charles Schwab & Co.
Attn: Core Services
1945 Northwestern Drive
El Paso, TX 79912
U.S. Small Business Administration Economic Injury Disaster Loans
Small businesses, private nonprofits, and small agricultural cooperatives in Alaska, California, Oregon and Washington may now apply for Economic Injury Disaster Loans through the U.S. Small Business Administration. These loans could be repaid with relief funds as those become available.
Economic Injury Disaster Loans Fact Sheets by State