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Business Continuity

Navigating the Pandemic Together

As we work with our local and national communities in navigating this coronavirus pandemic together, Accredited Investors Wealth Management has implemented measures to maintain the continuity of our business during an uncertain time period when you may need us the most. We are working collaboratively and proactively with our staff, clients, and vendors to:

Protect the health and safety of staff and clients:

  • Enforcing safe distancing with our team operating in a remote work environment beginning March 17, 2020
  • Hosting all client meetings by video only
  • Closing our building to visitors and staff except a small group of core operations staff and a member of our leadership team

Continue client service and communication with your team:

  • You can continue to reach our team members via their office phone numbers or email
  • Previously scheduled live meetings will be rescheduled as video or telephone conferences
  • Daily trading and account maintenance will continue uninterrupted
  • Members of our administrative and service teams remain in the office to process requests, including transfers, deposits, etc.
  • Should you have an urgent matter requiring access to our office, please call our front desk at 952.841.2222, or 612.747.8064.

Ensure Business Continuity Throughout:

We have developed a talented team consisting of 50 employees with a diverse skill set dedicated to serving your needs. Our firm has broadened ownership to ten shareholders representing departments within the organization and providing firm continuity during periods in which team members are unable to perform duties. Portfolios are managed by Accredited’s Investment Committee, comprised of members working collaboratively on investment research, asset selection, and the implementation of investment strategies.

Fortunately, over the last several years we invested heavily in technology that allows most of our staff to seamlessly continue their work remotely. Rest assured that we will be able to continue our daily operations and your team will continue to be available to you throughout this event. We know that these are uneasy times and our goal is to make sure we are there for you as a sounding board and to help with any urgent needs that come up as the situation develops.

We are deeply grateful for the opportunity to serve you during this time and in this work and wish you good health.

Sincerely,

The Accredited Investors Team