During the past few weeks, protests against systemic racism, prejudice and economic and social injustice have erupted across the country. As a firm, we did not want to remain silent on these issues. At the same time, we also felt it was important to take a moment to listen, learn and look inward. We wanted to make sure that any words expressed were accompanied by meaningful action and real change.
We are proud of Modera’s long history of giving back and community involvement. We are also proud that the proportion of women in leadership roles at Modera is well ahead of the industry average. However, recent events remind us that we can do more to encourage equality, equal opportunity and greater awareness and understanding within our community and our profession.
Without question, it has always been essential to us that our workplace is one that is inclusive, safe and respectful for all. To ensure that we are doing everything we can toward this end, our Diversity, Equity and Inclusion Committee, which is made up of employees across our six office locations, will implement new diversity training and educational programs for our entire staff. Additionally, we’re enhancing our diversity and inclusion efforts for recruiting, hiring, and retaining the best talent. In conjunction with our Philanthropy Committee, we’re also taking steps to promote change within our profession by seeking opportunities to provide mentorships, scholarships and other initiatives that support students and professionals from diverse backgrounds to enter and thrive in the field of financial services.
Modera is challenging itself in how we respond to what is happening around us. We know that we have more to learn but we take solace in knowing that learning is a part of who we are as a firm and what we value. If we are unsure of an answer, we are the first to admit it. We are willing to ask difficult questions of ourselves in order to find solutions and above all, do right by our staff, by our clients and by our communities.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New Jersey, Georgia, North Carolina and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
This article is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This article is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this article are subject to change without notice based on changes in the law and other conditions.
Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss.