How To Invest
How we work with your Financial Advisor

Financial Advisors:

If you are a Financial Advisor please contact us at 937.429.7384 or 800.475.8618. We will assist you in opening accounts for your clients.

If you have login information for our website please go the Broker Access portion of our web site for links to marketing materials, new account paperwork, and procedures.


Individual Investors:

If you are an individual investor and currently work with a Financial Advisor please give him/her a call. We will work directly with your current Advisor in opening a new account. If you do not have a Financial Advisor please let us know. We will be happy to put you in contact with Advisors in your area who might be suitable for you.

You can contact us at 800.475.8618 or 937.429.7384.