Weekly strategy performance

Second-quarter account summaries and OnTarget statements are scheduled to be delivered soon. For those clients who have elected to receive our correspondence electronically, be sure to go to ontargetinvesting.com 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.

To thank our employees for their hard work and dedication, our office will close at 4 p.m. (EDT) on Fridays from May 30 through September 26 to allow our staff to enjoy more of Michigan’s great summer.

In an effort to improve efficiency and transparency, we’ve enhanced how we implement our QFC Multi-Strategy Core strategy. The strategy now allocates directly among the 14 FPI-subadvised Quantified Funds—simplifying the structure and aiming to improve responsiveness to market changes. This change also applies to the QFC Multi-Strategy Portfolios, which use QFC Multi-Strategy Core as a key component.

The strategy’s dynamic risk management, affiliated fund fee credits, and suitability alignment remain unchanged. If you have any questions about the strategy enhancement, please contact your financial representative or call Client Services at 800-347-3539, option 1.