Active Notices
Third-Party Service Disruption
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Monitoring — Nov 13, 2026, 6:09 PM ESTWe are aware of a widespread outage affecting Microsoft 365, which impacts some of the services our firm relies on. Our team is monitoring the provider’s status and is working to minimize any disruption to clients. Client accounts and assets held at our custodians are not affected. We will post updates here as we receive them.
Services
Client Portal
Account access, statements and documents
Email & Communications
Inbound and outbound firm email
Phone Systems
Main line and advisor direct lines
Custodian Connectivity
Connections to custodial platforms
Portfolio Reporting
Performance reporting and data feeds
Scheduling & Meetings
Online scheduling and video meetings
Incident History — Past 90 Days
No incidents reported in the past 90 days.
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