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