To All Clients of McDonald Partners,

Due to the COVID-19 virus, we have made the difficult decision to temporarily close our offices. McDonald Partners has procedures in place to ensure that our employees can remotely and securely access all client files, account systems, and trading platforms. As such, we encourage all clients to continue communicating with their advisor, as they normally would, via email or phone. At this point, check deposits will still be accepted, though we would encourage any clients who have an existing ACH established to consider utilizing it during this time. If you would like to set up a new ACH, please contact your advisor. Our clearing firm, RBC Correspondent Services, remains fully operational at this time.

We have no sense for how long this will last. Along with the community as a whole, one of our deepest concerns is the welfare of our staff and our clients. McDonald Partners is relying on two dependable resources to inform its decision making: the Centers for Disease Control and Prevention and the Ohio Department of Health. As we learn more from these resources, we will keep all clients apprised of when we can expect to resume normal operations.

We are confident that, while certain adjustments have been made to ensure the safety of staff and clients during this outbreak, our business will continue with minimal interruption. We are very thankful to you all for your patience and we hope for nothing but continued physical and financial health for you and your families.


Thomas M. McDonald
McDonald Partners