Covid-19 Update

Clients and Friends,

To start, we hope that you and your family are healthy and doing well. These are challenging and unpredictable times for us all. As mentioned in our previous communication, the safety and health of our partners, staff, clients, families, and the communities in which we live and work are and will always be our top priority.

We understand that this is a busy time of year and one in which our clients communicate more frequently with their advisors. We want to assure you that our CRI Capital Advisors team remains available to assist you with your current needs related to our investment banking array of services. The methods by which you communicate with your advisor may differ, but the same level of quality delivered by the team you know and trust will remain the same.

In addition to our commitment, our parent company, Carr, Riggs and Ingram, LLC (CRI) has formed a cross-functional team of professionals to construct preparedness plans to ensure continuity of services to our clients, as well as to keep our clients informed of the latest changes as they push down from the federal government. In that regard, they have compiled various COVID-19 Resources, and they will update with information as things change. The CRI professionals are continuously monitoring these updates, both at the federal and state levels, and we aim to communicate their impacts to our client base as the official guidance is determined.

In the interest of “social distancing,” as recommended by the CDC and federal government, to help limit the transmission of COVID-19, we have suspended all travel, however our regular practices of:

  • Email and phone communication will remain uninterrupted.
  • Access to private data rooms will remain uninterrupted (if applicable).
  • All work concerning your pre-engagement or current engagement will continue as normal.

The steps taken to protect our team members and our clients in helping slow the transmission of this virus will not impede our ability to continue to meet your needs. Our firm is open, and we are focused on you and your business.

We will communicate with you regularly, and we invite you to explore CRI’s resources and follow the latest developments at CRIcpa.com. If you have any questions or concerns, please do not hesitate to reach out to your advisor at CRIadv.com.

Thank you for allowing us to serve you. We are proud to work with you as we navigate this trying time together.

Stay well,

Joel Sikes

Managing Director

CRI Capital Advisors, LLC