Message To Our Clients About COVID-19

Marca Team

As you know, the Coronavirus (COVID-19) has had a significant impact on both our personal and professional lives.

We wanted to take the opportunity to reach out to our clients to make them aware of the steps we are taking to continue to serve you during uncertain times and provide some peace of mind. Please be assured that Marca has taken the appropriate steps to ensure we can meet your service requests while also keeping our employees safe.

To meet your service needs we will be working remotely. For those who wish to meet, we can do so using collaborative meeting technology or conference calls.

Next, we’d like to assure you that SEI and American Funds have taken the appropriate steps to ensure they can meet our service requests. As trusted Custodians, American Funds since 1931 and SEI Private Trust since 1968, we are confident in their business plan to meet our requests.

Now a word of caution:

We’ve been through crises before. Crisis represents uncertainty so naturally, your portfolio will look different tomorrow, next week, next month, and at the end of 2020.

Please give us a call to discuss your concerns and the next steps we can take short of making drastic changes that can impact your long term goals.


Jeanne Smith
Jeanne C. Smith

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