Roble Belko & Company Business Continuity Disclosure
Roble Belko & Company has developed a Business Continuity Plan as part of our ongoing contingency planning efforts to mitigate the impacts of business interruptions. Since the timing of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information.
Significant business disruptions can vary in their scope. We plan to continue business operations and notify you through our company web site or email regarding how to contact us.
In cases of an extreme disruption where you cannot access us through those means, you should contact the custodial firm Charles Schwab at 1.800.515.2157 for instructions on how Schwab may provide you with prompt access to your funds and securities. Clients using other custodians can find contact information on their monthly statements.
If you have questions about our business continuity planning, please contact the office at 724-935-4990.