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The coronavirus (COVID-19) pandemic and recent market volatility have undoubtedly presented you with new challenges as you care for your family, community, and friends. We hope that you lean on SFMG as a source of stability during these uncertain times.


As we continue to monitor the ever-evolving situation, we have asked the entire SFMG team to work remotely through March 31st. We are thankful to have the technology in place that can allow us to protect the safety and health of our colleagues while still being able to serve the needs of our clients.


Rest assured, your privacy is a top priority for our firm. Even while working remotely, our team is utilizing SFMG owned and secured equipment with the proper security and encryption technologies in place.


With the end of the quarter around the corner, we also wanted to inform you that our process for delivering mailed reports will be changing.  We will provide you more information when we get closer to quarter-end. We will also be further leveraging the use of electronic authorizations for requests on your investment account(s). These tools allow us to securely skip paper forms and expedite requests.


On behalf of everyone at SFMG, we want to thank you for being a valued client and for your continued confidence. We are here to support you during these unprecedented times. If there’s anything more we can do, please reach out to your Wealth Advisor or anyone on your team.