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Matrix Advisor Services
866-935-6824
MatrixAdvisorServices@broadridge.com

Michael Hlavin, Vice President, Sales
847-562-0743
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Jeff Allen, Vice President, Sales
720-264-3745
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Managed Retirement Funds

Choose CITs to match investment objectives

NOTE: Matrix Trust Company’s collective investment trusts (CITs), also known as collective investment funds (CIFs), are pooled funds that are investment options available to certain tax-qualified, employer-sponsored retirement plans and are not available to the general public. The fund information and fact sheets on this site are for institutional use only and are not for plan participants. The information contained within is not investment, tax or legal advice. Plans and their fiduciaries should consult with their own competent investment, tax and legal advisors. The subadvisors managing these CITs are not affiliated with Matrix Trust Company. For information on risks associated with these CITs, please see the Fund Summary Document, the Global Risk Disclosure and the Declaration of Trust accessible through the links on the righthand side of this page and the Details for the CITs (Fund Fact Sheets) found below.

The Managed Retirement Funds are a series of six risk-based collective investment funds designed to provide retirement plan participants with broadly diversified portfolios. These collective investment funds invest primarily in U.S. and foreign stocks, bonds and cash equivalents, primarily through mutual funds, bonds, fixed-income investments and money market accounts. They do not attempt to time the market.

Managed Retirement Funds Details

Subadvisor: Axia Advisory Corporation

Established in 1989, Axia Advisory Corporation offers a range of business retirement plan and investment consulting services, including investment advice, portfolio management, administrative and educational services, and custodial review to organizations and individuals. Each professional at Axia Advisory Corporation offers more than 10 years of experience within the financial service industry. Cumulatively, this tenure provides expertise in the areas of financial planning, investment management, trading and retirement plan consulting. For more information, please visit AxiaAdvisory.com.

Find out more about Matrix Trust Company collective investment trusts

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