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Custodians We Use

SAM uses the following custodians:  Charles Schwab, Interactive Brokers and Jefferson National. Both Charles Schwab and Interactive Brokers are members of the Securities Investor Protection Corporation (SIPC). Securities in these accounts are protected up to $500,000. For details, please see www.sipc.org.

Charles Schwab
Tel: 800.515.2157
Fax: 800.559.0094
Charles Schwab & Co., Inc.
P.O. Box 628290
Orlando, FL 32862-8290                                                                  

Interactive Brokers
Tel: 877.442.2757
Fax: 312.984.1017
Interactive Brokers LLC
Document Processing
P.O. Box A3770
Chicago, IL 60690-3770

Jefferson National
Tel: 866.667.0561
Fax: 866.667.0563
Jefferson National
P.O. Box 36840
Louisville, KY 40233

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

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Stoken Asset Management LLC is registered in the state of Illinois.

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© 2025 Stoken Asset Management LLC | Privacy Policy and Important Discliamers

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