Custodian Contact

Our office will be closed the following dates during the holiday season:

  • Thursday, November 26 – Friday, November 27
  • Thursday, December 24 – Friday, December 25
  • Friday, January 1

If you need immediate assistance with an urgent matter regarding your investment accounts while our office is closed, please contact your custodian directly:

Schwab Signature Services Alliance

800.515.2157

TDAmeritrade

800.431.3500