Material Changes - Part 2A Form ADV


Part 2A and Appendix 1 of Form ADV has been updated, March 2017. The Form ADV is available under “Agreements & Disclosures” under the Compliance tab in the Advisor Portal.

March 2017 Material Changes:

• A revenue sharing agreement was established between the Strategist, Ocean Park Asset Management, and FTJ FundChoice in May 2016.
• A Separately Managed Account Program was launched using Meeder Private Wealth as the available Strategist in February 2017. See our Appendix 1 of Form ADV Part 2A for additional detail.
• Horizon investments was added to the ETF Strategist Program in April 2016.

If you have any questions, or would like to request a copy of the Part 2A or Appendix 1 of Form ADV, please contact your Regional Service Team at 800.379.2513, option #3.