To our dear clients, colleagues, and friends:
Firstly, we want to share with you how deeply we value our relationship with you. It has meant so much to us that we have been able to support you through market ups and downs, family growth, and changing objectives. It has been our pleasure to serve you.
At this time, we wish to inform you that we are about to undergo a corporate reorganization. We have invited a new advisor to take over our practice and many of our accounts will rollover to his jurisdiction. You will still enjoy the same high-level service and personal touch that you’ve always experienced with Monarch Capital – but it will be under a new company. We wanted to tell you in advance because you may very well receive a notification from Fidelity informing you that there has been a change in advisor. If you do receive such a notice, don’t fear. We will reach out to you with the appropriate forms to re-register your accounts with the new advisor. After you’ve signed, your account will be re-registered with the new advisor and company, allowing our relationship will continue.
We also want you to know that LeAnn King will still be the frontrunner for all service requests. You can always call or email her with questions or requests: 310-626-9817 x202 or firstname.lastname@example.org. Alona will also be available to help you with any requests: 310-626-9817 x203 or email@example.com.
If you would like to discuss these matters further with Mike or Alona Horowitz, please feel free to call or email them directly as well:
We sincerely look forward to continuing our relationship. Please let us know if there is anything we can do to make you feel more comfortable during this transition. We’re here for you . . . and we wouldn’t be here without you.
All our best,
IMPORTANT CONSUMER INFORMATION:
This communication is strictly intended for individuals residing in the states listed below.