Close
Back Button Back

Talk to us

A Matrix Trust Company representative will contact you.

Or feel free to reach out to us.

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

Michael Hlavin, Vice President, Sales
847-562-0743
Michael.Hlavin@broadridge.com

Jeff Allen, Vice President, Sales
720-264-3745
Jeffrey.Allen@broadridge.com

Matrix Trust Multi-Manager Stable Value Fund

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.

Collective investment trusts (CITs) have been edging out mutual funds for use in eligible retirement plans. With their lower operational costs, CITs have emerged as the more cost-effective, fiduciary-minded choice. In response to this market shift, Matrix has launched the Matrix Trust Multi-Manager Stable Value Fund.

The Matrix Trust Multi-Manager Stable Value Fund has been carefully customized in consultation with Mesirow, an independent financial services firm. It is designed for cost-effective, stable-value retirement investing focused on preservation of principal. Like other CITs, this fund is exclusively available to certain types of qualifying retirement plans.

Find out more about Matrix Trust Company collective investment trusts

TALK TO US