Post-Transition Letter

Dear Clients,

We hope this finds you well and that you are enjoying the summer. We wanted to reach out to say THANK YOU for your patience and cooperation during our transition process. It's been four months since we made the switch, and we are so grateful that 98% of our accounts have successfully transferred over. It was a major undertaking to re-paper all of our accounts, and we could not have done it without your help.

With the account transfers almost complete, we have shifted our energy toward adopting the new tools and technologies available to us on the Mariner platform. We are confident these tools will advance our practice and strengthen the quality of our advice. Here are just a few that we are excited about:

  • Fidelity - Our new custodian for our advisory (fee-based) accounts

  • Orion Advisor - An industry-leading tool for advisors and their clients which provides in-depth portfolio analytics and performance reporting

  • RightCapital - Financial planning solution that simplifies the planning process

  • Holistiplan - Tax planning software that uses advanced OCR technology to analyze tax returns to identify tax-saving opportunities

  • HiddenLevers - Provides risk applications and analytics to better understand the drivers of portfolio performance

  • Calendly - Allows our clients to access our calendars and schedule meetings with us at the click of a button

As you can imagine, it will take us some time to come up to speed on all of these tools and applications. In the meantime, we are eager to re-engage with each of you. We have started reaching out to schedule our regular reviews. While you can expect to hear from us, please do not hesitate to reach out if you have questions on your accounts or any other items for discussion.

New Office Address

Finally, we wanted to announce that we are preparing to move to a new office! Starting August 1st, our address will be:

725 Skippack Pike

Suite 200

Blue Bell, PA 19422

Our email addresses and phone numbers will remain the same. We are only moving two buildings away to a larger space that better accommodates our operations and will provide our clients with an enhanced experience. Our email addresses and phone numbers will remain the same. Once we have settled into our new space, we hope you will join us for an office-warming party! Please stay tuned for more details.

Thank you again for the privilege of serving you. We hope our clients see us as an extension of their family: a competent partner, trusted advisor, and faithful steward of the matters you have entrusted to our care.

Sincerely,

Your Team at JSO Partners

Edward Oh