Emerald Asset Advisors has developed a Disaster Recovery Plan (DRP) detailing how we will respond to events that significantly disrupt our business. While no plan can fully anticipate the timing and impact of disasters and disruptions, we have attempted to formulate policies and procedures with the flexibility to respond to actual events as they occur. We are providing you with information on our DRP to assist you with communicating with us and our custodians, Charles Schwab and Pershing Advisor Solutions, during a disruption and to explain how we plan to assure your prompt access to your funds and securities.

View our Emerald Asset Advisors Disaster Recovery Plan: