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 to verify that we have your current email address in our system. If you haven’t already done so, you can contact Client Services at 800-347-3539, ext. 1, to set up e-delivery.

Plan ahead—Office closed on January 15

The home office in Bloomfield Hills will be closed on Monday, January 15, for Martin Luther King Jr. Day. Regular business hours along with the Market Hotline will resume Tuesday, January 16. Remember, clients can log in to at any time to access daily account information, quarterly statements, detailed strategy descriptions, and news.