As a precautionary measure and due to the lack of reliability of the media, we cannot rely on requests to authorize, direct or affect the purchase or sale of any security, wire transfer, or to affect any other transactions through this form. Such requests, orders, or other instructions must be provided verbally, or by written instructions faxed to 972-726-9667 prior to their anticipated execution. We are unable to ensure information sent from you to us through this form will be received.

Optima Asset Management, Inc.

12222 Merit Drive, Ste. 1700
Dallas, TX 75251-2269
Driving Directions

Main: 972.726.0400
Toll Free: 888.202.5180
Fax: 972.726.9667

Hours of Operation
Monday - Friday 8:30 AM — 4:30 PM