Our COVID-19 Preparedness Plan

“Think, act, and communicate from the inside out.”

That comes from our core values, which, along with our fiduciary responsibility, represents our dedication to the wellbeing of our employees, our clients and community. To ensure a safe environment, Versant has developed a comprehensive COVID-19 preparedness plan in response to the coronavirus pandemic. We are monitoring State of Arizona, OSHA, and CDC guidelines to begin reopening our office responsibly, and believe it’s important to share the steps we are taking to keep our people safe and our office clean.


The timeline for being fully-staffed in-office is currently being evaluated and will depend on a number of factors. Versant will reopen in phases with a limited number of employees, with a rotating schedule likely to be implemented. Our people who will not be in the office will continue to work from home.  In-person client meetings will be limited and we will continue to use tele- or Zoom conferencing as much as possible.

Foremost, we are taking preventive measures to keep our office clean and maintain a healthy environment.

Building Management

The Biltmore Financial Center has put several measures in place to help ensure a safe and clean building. This includes signage that recommends visitors wear masks when entering, hand sanitizer stations throughout the building, disabled water fountains, physical distancing decals in the elevators, and heightened sanitizing and cleaning of the building.

Office Safety

While we take pride in our everyday practices to maintain a clean office suite, we have implemented additional measures that reflect the recommended standards of the CDC. Professional cleaning and disinfecting with industrial grade products will take place mid-day and nightly. Hand sanitizer stations will be located at the entrance, as well as throughout the office.

Our staff will be wearing masks and all visitors will be required to wear one as well (we will have sanitary extras on hand). If an in-person meeting is absolutely necessary, we will ensure proper distancing in the conference room (limited to four people).

Our thoughts are with all who have been impacted by the coronavirus. As we proceed into the months ahead, we will adapt to new safety measures as they arise and evolve. Rest assured, we are doing everything we can to provide a safe experience for our clients and a healthy environment for our employees.

Be well,





Thomas J. Connelly, CFA, CFP
President & Chief Investment Officer

Elizabeth Shabaker, CFP
Chief Executive Officer

Disclosure: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Versant Capital Management, Inc.), or any non-investment related content, made reference to directly or indirectly in this article will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Versant Capital Management, Inc. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Versant Capital Management, Inc. is neither a law firm nor a certified public accounting firm and no portion of the article content should be construed as legal or accounting advice. If you are a Versant Capital Management, Inc. client, please remember to contact Versant Capital Management, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Versant Capital Management, Inc.’s current written disclosure statement discussing our advisory services and fees is available upon request.