Upcoming Summer Events & Office Hours - nVest Advisors

We’re all getting super-excited for summer to finally get here and we hope you will take some much-deserved time to rest and relax.

We have a federal market holiday and company activities coming up in July, and we wanted to make sure our clients were aware of changes to our normal office activities and appointment availability.

Please reach out to our office if you have questions.

Have a GREAT start to your summer!

July 2-9, 2023: No appointment times are available. Regular trading and account service will continue. Please expect up to a 24-hour delay in non-urgent communications. Our Weekly Economic Update for July 3 will be unaffected.

July 4, 2023: US Markets, Banks, and Government offices are closed on July 4 for INDEPENDENCE DAY. Our office will be formally closed that day.

Wednesday, July 12, 2023: we will hold our second LIVE / RECORDED CLIENT TOWN HALL at 7pm Mountain Time. We will cover company news, give our clients an economic and market update, and introduce you to SORA Financial, our debt optimization partner. All clients are able to use SORA’s services completely free of charge and we’ll show you what they do and how you can benefit! Please mark your calendar and plan to attend.

In August, in anticipation of two new advisors joining nVest by September, we will be moving into a new, bigger office in downtown Colorado Springs! There will be no interruption in service or appointment availability, but we may have mail delays for about a week.

As our primary custodian, TD Ameritrade, completes its merger with Charles Schwab in August, we anticipate a possible service slow-down in the last two weeks of August as both companies work to ensure the transfer of client assets and accounts into the Schwab platform will be smooth and seamless. There will be much more about this merger in our upcoming CLIENT TOWN HALL meeting in mid-July.

nVest Advisors2023-06-26T07:43:02-06:00June 26th, 2023|

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