What’s Happening 1/2/19

Fourth-quarter statements Fourth-quarter account summaries and OnTarget Investing statements are scheduled to be delivered in the coming weeks. For those clients who have elected to receive our correspondence electronically, be sure to go to ontargetinvesting.com to...

What’s Happening 12/10/18

Holiday hours The home office in Bloomfield Hills will be closed on Monday, December 24, and Tuesday, December 25. On Monday, our Trading department will complete all required trades and transaction data downloads. Regular business hours and the publication of the...