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Here you will find weekly updates on dynamic, risk managed investing along with key solution updates.


What's happening at Flexible Plan 07/10/17 Print PDF

Second-quarter statements

Second-quarter account summaries and OnTarget statements are scheduled to be delivered in the coming week. 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.

Ron Rowland departure

After two years working with Flexible Plan, Ron Rowland, portfolio manager for the former Capital Cities Asset Management, Inc. (CCAM), strategies, has left the firm to pursue other opportunities. All accounts will continue to be managed in the same manner as previously. Clients with questions or in need of personal attention can contact Laurie McGuire, Client Services Manager, at 800-347-3539, extension 131. We wish Ron the best in his future endeavors.



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Disclosures

To our In My Opinion readers:
Everything in the newsletter pertains to strategies available on our Strategic Solutions platform at Trust Company of America. The same strategies are implemented on many other products: mutual funds, variable annuity, variable life and retirement platforms. Therefore, we expect the strategic discussion may be of interest to you. Note, however, that since these products have their own subaccount and fund universes and different internal expenses, the results and trading of the same strategy on other platforms may differ substantially from those described herein.

In My Opinion: Managed Retirement Plan Participants:
Most of you are managed using Lifetime Evolution and our sub-advised funds, so those topics will be most applicable to your account. But, more and more of you are in plans using Market Leaders. If so, that newsletter section may interest you