State of the Street - February 2026
The year is certainly off to an exciting start, and I want to share a few updates as we continue to invest in the long-term strength of Christopher Street Financial. Each of these reflects our continued focus on one primary goal, and that is strengthening how we serve you by preserving the thoughtful, personal approach that has defined our firm for nearly 45 years.
GROWING OUR TEAM
We are growing! And that means we are currently looking to add both a new Client Services team member and an Associate Advisor.
As our client base grows, we want to ensure we maintain the consistent, responsive, high-quality service that defines our firm. Many of the clients we welcome come to us through introductions from existing clients. That trust means a great deal to us, and we feel a strong responsibility to make sure every client receives the same level of care and attention. Growing the team is part of making sure we can keep that promise as the firm evolves.
You may hear us reference these searches over the coming months. We take hiring very seriously and move deliberately to ensure new team members reflect our values and service standards. Because of this, the process can take time, but we hope to introduce the new hires in the second half of the year. Stay tuned!
Thoughtful growth helps ensure we remain accessible, proactive, and responsive so that as the firm grows, your experience remains personal, consistent, and well-supported.
EXPANDING OUR PLATFORM CAPABILITIES
We are expanding our custodial platform by adding National Financial Services (NFS), part of Fidelity, alongside our longstanding relationship with SEI Private Trust Company.
As our clients’ needs evolve, we want to make sure our infrastructure evolves with them. Adding an additional custodian gives us more flexibility in how we structure portfolios, access investment solutions, and support a wider range of planning needs, all while maintaining the same disciplined process that defines our approach.
This does not mean immediate changes to your accounts or portfolios. Instead, it gives us additional flexibility over time. We will continue offering our existing Christopher Street Financial investment models, while also gaining the ability, where appropriate, to incorporate third-party managers, including Kestra Investment Management (KIM), as well as certain specialized opportunities, including alternative investments.
Having more flexibility behind the scenes allows us to tailor solutions more precisely and thoughtfully, ensuring we can continue aligning portfolios closely with your goals while keeping our process consistent and intentional.
ENHANCING CLIENT MEETINGS WITH NEW TECHNOLOGY
We are introducing a meeting support tool called Zocks, a note-taking assistant selected after nearly a year of evaluation and testing.
We want your advisors to be fully present in conversations with you rather than splitting attention between listening and writing detailed notes. At the same time, many clients have expressed interest in clearer meeting summaries and follow-ups (some have even asked to use their own note-taker in meetings!)
When used, Zocks will help generate structured meeting summaries and action items without creating a recording of the conversation. Your advisor will always ask for your permission before using the tool, and you can decline at any time.
We expect this will lead to more focused conversations, more thorough documentation, and faster delivery of clear meeting summaries, giving you a helpful record of what was discussed and what comes next.
As always, we appreciate the trust you place in our team. These updates reflect our continued commitment to growing deliberately, strengthening our capabilities, and continually improving how we serve you.
