Locations in Arizona, Oklahoma, Texas, and Utah

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Contact Client PORTFOLIO MANAGEMENT

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.