Kochis Fitz Strives to be a Socially Responsible Company

1. Since 2004, our office has taken a “less-paper” approach to maintaining client files and generating correspondence.  (The term “less paper” acknowledges the difficulty of attaining a truly “paper-less” work environment.)  Client files are now electronic, and we encourage electronic forms of communication wherever possible with our clients and other service professionals with whom we work (CPAs, attorneys, etc).
2. We are now encouraging our clients to receive their Kochis Fitz quarterly performance reports electronically, and we have recently updated our website to include an electronic archive.  If you’d like to sign up for this, please contact us.
3. Schwab, our primary asset custodian, has greatly expanded its electronic document capabilities in recent years, and now offers electronic account statements, trade confirmations, and third party communications such as proxy ballots, fund prospectus, etc.  If you have not yet enrolled in your custodian’s e-delivery services and would like to, please contact us for assistance.
4. In those instances where paper communication is still required, we recognize that the choice of paper can make a difference.  Our new stationery, featuring the recently refreshed Kochis Fitz brand, is being printed on 100% post consumer fiber paper stock.
5. We provide “Commuter Checks” to our employees, vouchers redeemable for transit passes that encourage the use of public transportation.
6. Our employee benefit programs include domestic partner benefits, adoption assistance, and company matching of charitable gifts up to $1,000 per year per employee (including a charitable contribution of $10 for every hour spent volunteering).
7. We strongly promote diversity in our workplace.  Our staff represent Chinese, Filipino, Cambodian, Black, Hawaiian, Hispanic, Korean, Native American, Caucasian, Japanese, men, women, married, single, gay, and straight.

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