To thank our employees for their hard work and dedication, our office will close at 4 p.m. (EDT) on Fridays from May 29 through September 25 to allow our staff to enjoy more of Michigan’s great summer.

Clients with Strategic Solutions accounts at Axos may elect to have their accounts reviewed for quarterly rebalancing. Each enrolled account is evaluated separately and will generally be rebalanced during the first week of the quarter if at least one strategy is more than 5% away from the client’s most recent allocation on file.

Elections must be completed before the end of the quarter to be included in the next quarterly review.

Please contact your financial adviser for more information or to determine whether your account is eligible.

FlexPlan Strategic is a professionally managed investment strategy designed for workplace retirement accounts with a self-directed brokerage account (SDBA) option. If your retirement plan allows for an SDBA, this strategy offers institutional-grade investing, dynamic risk management, and broad diversification—helping you stay on track toward your financial goals. To learn more about how FlexPlan Strategic may fit within your retirement plan, contact your financial adviser.