COVID-19 Business Updates

A Foundation of Care

Carlson Capital Management is built on three core principles of care: care for our clients; care for our colleagues; and care for our community. The care that we hold for all three stakeholders continues to drive our work.

Returning to the Office

In July, CCM colleagues began gradually transitioning back to our offices. At this time, in order to optimally protect the health and well-being of our clients, colleagues, and community, we will continue to host our meetings virtually.

In the event that you need to exchange documents in person, we invite you to contact your advisor to arrange a convenient time to visit, and we ask that you help us observe our safety protocols.

Safety Protocols

Maintain six feet of social distance from others.
Join us in wearing a face covering.
Enter the office free of all COVID-19 symptoms.
Limit the length of your visit to five minutes or fewer, if possible. You may be asked to take your temperature if you need to be in the office for a longer period of time.

Schedule a Conversation

We look forward to the time that we can meet with each of you in person. Until then, we are committed to doing everything we can to make you feel “at home” virtually.

If you would like to schedule a call with your advisor, please contact us or complete this contact form.

Thank You

Our thoughts are with you and your family as disruption to daily life continues. We’re grateful for your presence in our lives and the trust you have in the Carlson Capital Management team.