Business Continuity Plan

Christopher Weil & Company, Inc. has developed a Business Continuity Plan which addresses how we respond in the event of a significant disruption to our business (for example, a natural disaster or terrorist attack). Because the timing and impact of disasters and disruptions is, by definition, unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we provide you with this information on our business continuity plan.

To Contact Us

If you have questions about our business continuity plan, you can contact us through the following channels:

Christopher Weil & Company, Inc.
11236 El Camino Real, Suite 200
San Diego, California 92130

Toll Free
Office Phone
Office Fax

If after a significant business disruption you cannot contact us as you usually do, you should call our alternative numbers:

John Wells
(858) 232-0209


Laura Gordon
(805) 660-3938

If you cannot contact us through either of those means, you should contact your account custodian:

Fidelity Investments
Main Office:

100 Summer St.
Boston, MA 02110
(800) 544-6666
Millennium Trust Company, LLC
Main Office:

Contact Office:

Emergency Number:
2001 Spring Road
Ste 700
Oak Brook, IL 60523
5962 La Place Ct. #255
Carlsbad, CA 92009
(760) 889-8883

The above contacts will be able to provide you with customer service in the event of a significant business disruption. They will be able to assist you in access to funds and securities, trade order entry and/or cash and security transfers.

Our Business Continuity Plan

We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm's books and records, and allowing our customers to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

Our business continuity plan addresses: data back-up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business.

Our clients have accounts custodianed at Fidelity Investments. Fidelity backs up their (not our) important records in a geographically separate area. While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, we have been advised by Fidelity that its objective is to restore their own operations and be able to complete existing transactions and accept new transactions and payments within 24 hours. Your orders and requests for funds and securities could be delayed during this period.

Varying Disruptions

Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within 24 hours. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within 24 hours. In either situation, we plan to continue in business, transfer operations to our clearing firm if necessary, and notify you through this web site or the emergency numbers listed above on how to contact us. If the significant business disruption is so severe that it prevents us from remaining in business, we will assure our customer's prompt access to their funds and securities.