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Business Continuity Plan Disclosure Statement

Cobblestone Capital Advisors, LLC recognizes the potential that unexpected disasters can occur. Some come with advance warning, others with no warning at all; some affect a single individual or system, others our entire region. As a result, we have developed a Business Continuity Plan addressing how we will respond, manage, and resume normal business operations. Since timing and impact of disasters and disruptions are unpredictable, we will have to be flexible in response as they occur. With that in mind, we are providing the following information on our business continuity plan.

Our Business Continuity Plan

Cobblestone Capital Advisors’ Business Continuity Plan has been prepared to address disasters and allow the firm to recover and resume operations as soon as possible after a significant business disruption. This plan defines critical areas including data backup and recovery, crucial systems and functions, essential resources, employee access, financial and operational assessments, and communications with clients, employees, vendors, and regulators. All aspects in the plan have been carefully assessed in our efforts to safeguard our employees and property, and protecting the firm’s books and records when faced with a potential disaster. The Cobblestone Capital Advisors’ Business Continuity Plan is subject to revision. This plan is reviewed, maintained, tested and updated as necessary and with a continuous reassessment of evolving risks and technological changes on an annual basis to ensure our strategy is up to date.

Varying Disruptions

Cobblestone Capital Advisors is housed in a single building. Significant business disruptions can differ in scope affecting our building, business complex where our firm is located, city, or entire region. The severity of disruption can vary from minimal to severe. Our plan addresses these variances, calling on our key business continuity plan personnel to enact the plan and work with our vendors to allow our employees the ability to perform critical business functions remotely and securely when a disaster has been declared.


In the event of a disaster, our plan contains client notification procedures. Depending on the nature of the disaster, steps can vary and may include telephone communications, onsite visits and meetings and mail and website notifications.