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

Retirement Advocate Funds

Choose from five different risk-based CITs

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 Retirement Advocate Funds are five distinct CITs providing retirement plan participants with broadly diversified portfolios across a spectrum of risk and return profiles. These funds utilize a strategic asset allocation across multiple asset classes and strategies, and an investment philosophy that creates diversification. They do not attempt to time the market.

Subadvisor: Moneta Group Investment Advisors, LLC (“Moneta”)

Moneta is a registered investment advisory firm. Since the 1960s, it has been providing business clients with creative answers and advice on their retirement plan needs. Moneta currently advises on nearly 500 retirement plans. It seeks to craft a retirement program that best fits each company’s goals and objectives, providing  customized plan design, consulting services, proactive employee education programs, technology solutions for remote employees, conflict-free investment selection and monitoring, full fee disclosure, a process for minimizing plan fiduciary liability, and expert record-keeper searches. For more information, please visit monetagroup.com.

Find out more about Matrix Trust Company collective investment trusts

CONTACT US