Retain clients, streamline operations and keep pace with regulatory change. Matrix Trust Company, a Broadridge company, provides a range of solutions that can help you turn challenges into opportunities. Our expanded services now include collective investment trusts (CITs) for qualified retirement plans. Our CIT families, shown below, are managed by subadvisors, which are not affiliated with Matrix Trust Company.
GoalPath Portfolios
Two West Capital Advisors, LLC
Managed Retirement Funds
Axia Advisory Corporation
Retirement Advocate Funds
Moneta Group Investment Advisors, LLC
StarPath Funds®
Rogers Wealth Group
Strategic Roadmap Portfolios
Steele Capital Management
Strategic Target Funds
Strategies Capital Management
TOPS™ Strategic Allocation Portfolios
Valmark Advisors, Inc.
Find out more about Matrix Trust Company collective investment trusts
TALK TO USMatrix Trust Company’s collective investment trusts (CITs), also known as collective investment funds (CIFs), are pooled funds that are investment options available to 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 herein is not investment, tax or legal advice. Plans and their fiduciaries should consult with their own competent investment, tax and legal advisers. For information on risks associated with these CITs, please see the Fund Summary Document for the CIT family, the Details for the CITs (Fund Fact Sheets), the Global Risk Disclosure and the Declaration of Trust available on the respective summary pages for each CIT family.