Success! We've received your information.
We’ve received your details and they’ve been routed to the appropriate member of our team.
A member of our advisory staff will review your submission and follow up shortly.
Next Steps
What to expect from here
Your request has been passed along to an advisor, who will be in touch shortly via email.
From there, you can expect your advisor to:
- Propose some times for an introductory call
- Schedule a Zoom conference call or in-person meeting, depending on your preference
(Optional) To prepare for your first conversation:
- If helpful, you may want to locate recent portfolio statements or account information ahead of time.
Thank you again for reaching out, and we look forward to connecting with you.
Urgent Requests
Have an urgent or time-sensitive question?
If your situation is time-sensitive or requires immediate attention, you’re welcome to call our Inquiries & Client Services team directly.
Inquiries & Client Services Team
Phone: +1 (312) 612-9992
Calling after submitting the form won’t speed things up, but it will help us make sure your question is handled by the right person the first time.
For general questions, scheduling, or urgent matters, our front desk is happy to help. For advisory conversations, our team will follow up based on your submission.
Please be advised that our Inquiries & Client Services team is available from 8:00 am - 5:00 pm CT.