Coronavirus - Business Continuity

October 29, 2020


Update – Business Operations due to Coronavirus


Dear Clients,


Due to the uncertainty of how the coronavirus (COVID-19) may impact our community, we want to share with you the steps we are taking to help prevent its spread and keep our clients and our employees as safe and healthy as possible.

Effective today, Thursday October 29, we are implementing the following procedures.

  •  Our office at 3090 N. Main St. will be closed for all in-person appointments and walk-in business.  However, all documents and checks that need to be dropped off at the office may be dropped off during normal office hours in the foyer.  Our front entry door will be unlocked and a basket has been placed in the foyer for this purpose.  The second entry door will be locked out of an abundance of caution to limit face-to-face contact in the hope that this measure prevents the potential spread of the coronavirus.  
  •  We can continue to be reached by phone at the office’s phone number:  217-542-7700. 
  •  We are increasing our use of other communication channels such as conference calls and video conference calls.  If you have an in-person appointment scheduled at the office in the near future, please expect a phone call to discuss an alternative method for conducting the meeting.


Please be assured that we are prepared to continue normal business operations under any additional unusual circumstances that might arise in the future.  If necessitated by an Order from Governor Pritzker, we will implement our business continuity ‘work-from-home’ procedures which will allow us to keep our office open in a virtual work environment.  This means you can continue to contact us via phone at 217-542-7700 and we will continue to manage client portfolios as we normally do.  In addition, our custodian, Charles Schwab, has business continuity plans to ensure that normal business activity is conducted as required.


As always, please call us if you have any questions or concerns.



Terry W. Miller               

Terry W. Miller, CFA®
Chief Investment Officer