An important message to our clients and friends regarding the recent events in New York and Washington, DC(Archive)

Wednesday, September 12, 2001
We are saddened and shocked by yesterday’s attack on the World Trade Center in New York and the Pentagon Building in Washington. We extend our sympathy to the families of those who have been lost, and join them in their mourning.
We are thankful that all Trillium Asset Management employees are safe. Several of our employees were attending the SRI in the Rockies Conference in Tucson, Arizona. They have made alternate plans to return home, but may be delayed beyond their originally scheduled return time.
We want to assure you that your assets are safe. Our records of your assets are safe and have not been affected by the disaster in New York City. In addition, we have a disaster recovery plan in place, which includes duplicate copies of our clients’ financial records, stored in a secure alternative site, which can be used in the event of an emergency.
While we can’t possibly project what impact the tragic events will have on securities values until the U.S. financial markets reopen, we would note that the major central banks of the world have already begun a concerted effort to avert a financial crisis of confidence.
Our offices are open and functioning today. We believe that the best response any of us can contribute is to resume our lives and continue with our work for a better world.
Sincerely,
Joan Bavaria, President and CEO Samuel B. Jones, Jr., Chief Investment Officer
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