Plan Name	State	Provider	Fee Liquidate? (Y/N)	Employer Sign Off	Plan Number	Platform Form
Airport Community School	MI	Fidelity	yes	no	57957	Fidelity Brokerage Link
Allen Park Public School	MI	Fidelity	yes	no	58960	Fidelity Brokerage Link
Anchor Bay School District	MI	Fidelity	yes	no	55143	Fidelity Brokerage Link
Andrews University	MI	Fidelity	yes	no	62857	Fidelity Brokerage Link
Ann Arbor Public School	MI	Fidelity	yes	no	08291	Fidelity Brokerage Link
Armada School District	MI	Fidelity	yes	no	73395	Fidelity Brokerage Link
Avondale High School in Auburn Hills	MI	Fidelity	yes	no	72397	Fidelity Brokerage Link
Bad Ax School District	MI	Fidelity	yes	?		Fidelity Brokerage Link
Bedford Public School	MI	Fidelity	yes	no	50637	Fidelity Brokerage Link
Birmingham Public Schools	MI	Fidelity	yes	no	54245	Fidelity Brokerage Link
Bloomfield Hills Public Schools	MI	Fidelity	yes	no	63348	Fidelity Brokerage Link
Bon Secours Hospital	MI	Fidelity	yes	no	55665	Fidelity Brokerage Link
Bronson Hospital	MI	Fidelity	yes	no	52708	Fidelity Brokerage Link
Calvary Baptist Church	MI	Fidelity	yes	no	66907	Fidelity Brokerage Link
Calvin College	MI	Fidelity	yes	no	83619	Fidelity Brokerage Link
Central Michigan University	MI	Fidelity	yes	no	89704	Fidelity Brokerage Link
Chippewa Valley School System	MI	Fidelity	yes	no	54320, 68261	Fidelity Brokerage Link
Clarenceville Public School	MI	Fidelity	yes	no	65998	Fidelity Brokerage Link
Clinton Community Schools	MI	Fidelity	yes	no	72130	Fidelity Brokerage Link
Concordia University	MI	Fidelity	yes	no	61463	Fidelity Brokerage Link
Crestwood Public Schools	MI	Fidelity	yes	no	83111	Fidelity Brokerage Link
Crittenton Hospital	MI	Fidelity	yes	no	51767	Fidelity Brokerage Link
Dearborn Heights Schools	MI	Fidelity	yes	no	51690	Fidelity Brokerage Link
Dearborn Public Schools	MI	Fidelity	yes	no	51150	Fidelity Brokerage Link
Dearborn Public Schools	MI	Fidelity	yes	no	08291	Fidelity Brokerage Link
Delta College	MI	Fidelity	yes	no	62293	Fidelity Brokerage Link
Detroit Medical Center Instttution	MI	Fidelity	yes	no	89858	Fidelity Brokerage Link
Dexter Community Schools	MI	Fidelity	yes	no	64326	Fidelity Brokerage Link
East Lansing Public Schools	MI	Fidelity	yes	yes	56146	Fidelity Brokerage Link
Farmington Hills Public Schools	MI	Fidelity	yes	no	62134	Fidelity Brokerage Link
Fedex Pilots Plan	MI	Fidelity	yes	no		Fidelity Brokerage Link
Fennville Public Schools	MI	Fidelity	yes	no	73650	Fidelity Brokerage Link
Fenton Area School District	Mi	Fidelity	yes	no	72918	Fidelity Brokerage Link
Ferndale Public School	MI	Fidelity	yes	no	54138	Fidelity Brokerage Link
Flushing Schools	MI	Fidelity	yes	no	52243	Fidelity Brokerage Link
Foote Memorial Hospital	MI	Fidelity	yes	no	56835	Fidelity Brokerage Link
Forest Hills School District	MI	Fidelity	yes	no	55249	Fidelity Brokerage Link
Fraser Public School	MI	Fidelity	yes	no	52300	Fidelity Brokerage Link
Grand Blanc Community School	MI	Fidelity	yes	no	52663	Fidelity Brokerage Link
Grand Rapids Commnity College	MI	Fidelity	yes	no	66434	Fidelity Brokerage Link
Grand Rapids Public Schools	MI	Fidelity	yes	no	50693	Fidelity Brokerage Link
Grand Valley State University Grand Rapids	MI	Fidelity	yes	no	50094, 72992	Fidelity Brokerage Link
Grosse Pointe School District	MI	Fidelity	yes	no	56504, 69446	Fidelity Brokerage Link
Hartland Consolidated Schools	MI	Fidelity	yes	no	59013	Fidelity Brokerage Link
Haslett Public Shool	MI	Fidelity	yes	no	95811	Fidelity Brokerage Link
Hasting Area School	MI	Fidelity	yes	no	55565	Fidelity Brokerage Link
Henry Ford Community College	MI	Fidelity	yes	no	73957, 72931	Fidelity Brokerage Link
Hillsdale College, Hillsdale MI	MI	Fidelity	yes	yes	54867	Fidelity Brokerage Link
Holland Public School District	MI	Fidelity	yes	no	83138	Fidelity Brokerage Link
Holland School District	MI	Fidelity	yes	no	61817	Fidelity Brokerage Link
Holt Public School	MI	Fidelity	yes	no	69189	Fidelity Brokerage Link
Hope College	MI	Fidelity	yes	no	83146	Fidelity Brokerage Link
Ingham School District	MI	Fidelity	yes	no	89457	Fidelity Brokerage Link
Jackson Community College	MI	Fidelity	yes	no	55897	Fidelity Brokerage Link
Jackson Public School	MI	Fidelity	yes	no	55058	Fidelity Brokerage Link
Kalamazoo Public Schools	MI	Fidelity	yes	no	60162	Fidelity Brokerage Link
Lake Fenton Community School	MI	Fidelity	yes	no	501128	Fidelity Brokerage Link
Lake Orion Schools	MI	Fidelity	yes	no	69112	Fidelity Brokerage Link
Lakeville Community School	MI	Fidelity	yes	no	72465	Fidelity Brokerage Link
Lanse Cruese School District	MI	Fidelity	yes	no	52827	Fidelity Brokerage Link
Lansing School District	MI	Fidelity	yes	no	56986	Fidelity Brokerage Link
Livonia Public Schools	MI	Fidelity	yes	no	55143	Fidelity Brokerage Link
Macomb Comm. College	MI	Fidelity	yes	no	50939	Fidelity Brokerage Link
McLaren Regional Medical Ctr	MI	Fidelity	yes	no	64337	Fidelity Brokerage Link
Mercy Hospital (Trinity Health)	MI	Fidelity	no	no	58124	Fidelity Brokerage Link
Metro Health Hospital	MI	Fidelity	yes	yes	51745	Fidelity Brokerage Link
Michigan Public Health Institute	MI	Fidelity	yes	yes	66131	Fidelity Brokerage Link
Michigan State University	MI	Fidelity	yes	no	82001, 69047, 95378	Fidelity Brokerage Link
Mid Michigan Regional Health System	MI	Fidelity	yes	no	67644	Fidelity Brokerage Link
Mott Community College	MI	Fidelity	yes		?	Fidelity Brokerage Link
Mt. Clemens General Hospital	MI	Fidelity	no		?	Fidelity Brokerage Link
Northern Michigan Community College	MI	Fidelity	yes	no	57346	Fidelity Brokerage Link
Northern Michigan University	MI	Fidelity	yes	no	58179	Fidelity Brokerage Link
Northville Community School	MI	Fidelity	yes	no	52588	Fidelity Brokerage Link
Novi Community School District	MI	Fidelity	yes	no	69513	Fidelity Brokerage Link
Oakland Community College	MI	Fidelity	yes	no	52305	Fidelity Brokerage Link
Oakwood Health Care System (Oakwood Hospital)	MI	Fidelity	no	no	61336	Fidelity Brokerage Link
Okemos Public Schools	MI	Fidelity	yes	no	50178	Fidelity Brokerage Link
Oxford Community School	MI	Fidelity	yes	no	59563	Fidelity Brokerage Link
Pennock Hospital( Mercy Health Partners Pennock Hospital	MI	Fidelity	yes	no yes	59580, 57860, 57859	Fidelity Brokerage Link
Plymouth/Canton Community Schools	MI	Fidelity	yes	no	00151	Fidelity Brokerage Link
Providence Hospital	MI	Fidelity	yes	no	86823	Fidelity Brokerage Link
Rochester College	MI	Fidelity	yes	no	95882	Fidelity Brokerage Link
Rochester Hills Community Schools	MI	Fidelity	yes	no	64801	Fidelity Brokerage Link
ROCK HOLDINGS & ASSOCIATED COMPANIES SAVINGS PLAN	MI	Fidelity	yes	no	Unknown	Fidelity Brokerage Link
Rockford School District	MI	Fidelity	yes	no	59194	Fidelity Brokerage Link
Romeo Public School	MI	Fidelity	yes	no	60116	Fidelity Brokerage Link
Royal Oak School District Superintendent	MI	Fidelity	yes	no	82199	Fidelity Brokerage Link
Saginaw Public Schools	MI	Fidelity	yes	no	66838	Fidelity Brokerage Link
Saginaw Valley State University	MI	Fidelity	yes	no	66838	Fidelity Brokerage Link
Schoolcraft Community College	MI	Fidelity	yes	no	55994	Fidelity Brokerage Link
Southfield Public Schools	MI	Fidelity	yes	no	56122	Fidelity Brokerage Link
Sparrow Hospital	MI	Fidelity	yes	no	87167	Fidelity Brokerage Link
Spectrum Health Grand Rapids Hospital	MI	Fidelity	yes	no	72570	Fidelity Brokerage Link
St. John Hospital Medical Center	MI	Fidelity	yes	no	69532	Fidelity Brokerage Link
St. Mary Hospital (in Livonia)	MI	Fidelity	yes	no	64798	Fidelity Brokerage Link
Swartz Creeks Community School District	MI	Fidelity	yes	no	60392	Fidelity Brokerage Link
Tecumseh Public School	MI	Fidelity	yes	no	54608	Fidelity Brokerage Link
Troy Schools District	MI	Fidelity	yes	no	60883	Fidelity Brokerage Link
University of Michigan	MI	Fidelity	yes	no	72104, 72103, 86503, 66806	Fidelity Brokerage Link
Walled Lake School District	MI	Fidelity	yes	no	59811	Fidelity Brokerage Link
Walsh College	MI	Fidelity	yes	yes	83165	Fidelity Brokerage Link
Warren Woods Public Schools	MI	Fidelity	yes	no	56474	Fidelity Brokerage Link
Washington State University	MI	Fidelity	no	no	65524, 51906	Fidelity Brokerage Link
Waverly Community School District	MI	Fidelity	yes	no	54425	Fidelity Brokerage Link
Wayne State U Physicians	MI	Fidelity	no	no	88904, 88905	Fidelity Brokerage Link
Wayne State University	MI	Fidelity	yes	no	52864, 84976	Fidelity Brokerage Link
West Bloomfield School District	MI	Fidelity	yes	no	59830	Fidelity Brokerage Link
Western Michigan University	MI	Fidelity	yes	no	55686	Fidelity Brokerage Link
Western University of Medicine	MI	Fidelity	yes	no	61199	Fidelity Brokerage Link
William Davidson Institute at University of Michigan	MI	Fidelity	yes	na		Fidelity Brokerage Link
Winthrop College	MI	Fidelity	yes		?	Fidelity Brokerage Link
Zeeland Public School District	MI	Fidelity	yes	no	69149	Fidelity Brokerage Link

State of Michigan Retirement Plan

Providing Active Risk Management for Employees of the State of Michigan

Q3 and our Representatives are proud to work side by side with the State of Michigan employees. Our investment strategies are designed to react to changing market environments. We seek to participate in rising markets and reduce risk during unfavorable market conditions. Our experience has taught us that active investment management is increasingly important in delivering a real investment advantage.

State of Michigan Plan Details:

State of Michigan Deferred Compensation State Employees 401(k) plan: #717STE
State of Michigan Public Schools Pensionplus 401(k) plan: #717PSQ
State of Michigan Educational Achievement Authority 401(k): #717EDA
State of Michigan Deferred Compensation State Employees 457 plan: #717SEM
State of Michigan Public Schools Pension Plus 457 Plan: #717PSX
State of Michigan Educational Achievement Authority 457 Plan: #717EAA
Self-Directed Brokerage Account: Yes

Advice You Can Trust

brad-g-q3-am

In the Fall of 1982, Bradford Giamo began his career on the trading floor of the New York Commodities Exchange where he would spend the next 16 years refining his approach toward risk management. He and the team at Q3 have been helping investors navigate uncertain markets since 2006. Q3's services are available through a select group of investment professionals located across the country.

info@q3tactical.com

What's Your Exit Strategy?

As investors approach retirement, many can't afford to sustain a major loss at the hands of a bear market. At Q3, we believe that avoiding large losses is paramount in achieving long term growth. There are times where it may be prudent to reduce risk within your portfolio. For investors that don't have the time, desire, or expertise to manage their retirement assets effectively, Q3 is here to help.

Frequently Asked Questions:

What is a self-directed brokerage account?

Some retirement plans offer a feature referred to as a Self-Directed Brokerage Account (SDBA). The problem is that not many participants really understand what it is or why they might want to use this feature. The SDBA allows participants to make investments outside of their regular plan window. So rather than being limited to a smaller number of options offered within the plan, a self-directed brokerage account often includes many more investments, such as stocks, bonds, mutual funds, and ETFs.

How do I establish a self-directed brokerage account?

If you’re interested in adding the self-directed brokerage option, you will be required to fill out an application. In many cases this can be done online. Once established, you’ll be able to move all or a portion of your retirement accounts assets into the SDBA.

How can I schedule a consultation with one of your Representatives?

If you’d like to schedule a consultation with one of our experts, you’re welcome to email (info@q3tactical.com) or call us (248-566-1122 x 113) and we can set up a time to introduce you to both Q3 and one of our Representatives. In addition to providing an overview in person, we welcome the opportunity to discuss our services with you via webinar.

How can I obtain more information on your services to determine if it's right for me?

If you’d like more information on our services prior to setting up a consultation, simply email us (info@q3tactical.com) with the following information: Name / Employer / Your Location.

How do your fees work?

Q3 is a fee-based investment Advisor. This means that we do not charge commissions or benefit monetarily by the frequency of trades. Advisory fees vary depending upon the size of your portfolio and, depending on the custodian, are deducted on a quarterly basis after we have performed the service. You are free to terminate our service at any time.