Working from Home

“Today, the world is coping with a pandemic, posing challenges for each of us, our jobs, our companies and our way of life. Protecting the health and well-being of our employees, their families, and our clients is our top priority.”

– Michael Woloshin, Managing Director, Woloshin Investment Management

With personal and professional stress levels increasing, it might be nice to take at least one item off your list.

Woloshin Investment Management (WIM) is up and running, and our business continuity plan is firmly in place to serve your needs. Furthermore, this plan allows all of our employees, Suzy, Katie, Peggie, Kara, and Mary to safely connect and work remotely. We have the ability to answer your phone calls, FaceTime you, receive your emails, and manage all your investment portfolio needs. Distributions of requested checks, monthly ACH payments, processing your applications and forms, are all functioning without interruption.

We want you to be assured our operational integrity remains strong in this crazy environment, allowing our team to observe work-from-home protocols. We are confident that our current technology infrastructure and contingency plans will enable us to maintain the integrity of our operations, and services, as well as our high standards for assisting you our very important client.

During trying times like we are experiencing, my own fond memories bring me back to my wonderful, heavily accented western european grandmother Rosie, who lived into her 90’s. Whenever times got tough, the dark clouds thundered, and the worst of things seemed to be circling all around, Rosie would gather me up in her warm loving arms, look deeply into my eyes, and speak softly to me saying, “Michaela my dear boy, and this too shall pass….”

We are here for you!

Your friends at Woloshin Investment Management

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