March 2, 2022 – As global sanctions grow every day against Russia, there has been an increasing concern of cyberattacks on our country’s information. We at Robertson Stephens want to reemphasize that we take our fiduciary responsibility and security of your information very seriously. As a fiduciary, the safety of your information is our top priority, and we want to ensure you that we have taken all the necessary steps to protect it. Our systems and controls are designed with you in mind, collaborating with our custodians and other third-party vendors to safeguard you and your family.

Within Robertson Stephens, we maintain a strong culture of data security. We have implemented cloud-based data storage, robust network firewalls for our main offices, VPN encryption for data access outside our offices, multi-factor authentication across all our devices and critical vendor applications, and daily server data and laptop backups with periodic restores to test data integrity. We conduct periodic testing to remediate any vulnerabilities in our network and organize yearly phishing and security awareness training for our employees.

In addition to the security measures we have implemented internally, we perform due diligence across our key vendors to review their critical functions, security and technical infrastructure. We address any risks and deficiencies with them to safeguard our data.

Our custodians, Charles Schwab and Fidelity Investments, have also applied protective information security solutions and stringent operational controls to identify ongoing risks, safeguard critical infrastructure, detect serious threats and maintain constant vigilance over your information and assets. Both Schwab and Fidelity have comprehensive business continuity plans to protect your assets and account accessibility. We will continue to work with our custodians to ensure the security of all your accounts and information.

Although we play an important role in safeguarding your accounts and data, there are also some preventive measures that you can take to protect you and your family.  Here are some tips to help safeguard your information.

As always, thank you for entrusting us with your information. We are grateful for your continued loyalty and business.

Best regards,

Vikram Chugh

Chief Operating Officer

Robertson Stephens Wealth Management, LLC

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