Locations in Arizona, Oklahoma, Texas, and Utah

Client Login Links

Contact Portfolio Management to get access today!


Use the form below for general requests.  Please note we cannot update or modify your account/investments through this form. Please allow up to 48 hours for a response.  For urgent requests, please call 1 (800) 799-3320.

Client Request

  • Let us know how we can help! Please do not send any confidential information to us on this form.

Trajan's Client Relations Team:

We consider you a part of the team. Please reach out any time you have a question or need assistance.