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Matrix Advisor Services
866-935-6824
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Strategic Roadmap Portfolios

Select CITs based on risk profile

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 Strategic Roadmap Portfolios seek an appropriate mix of equity and fixed income for each risk target, with the goal of enhancing potential returns while appropriately minimizing risk. Through a stringent due diligence process, it selects mutual funds, ETFs or other pooled funds that represent various asset classes. The funds may have an allocation to real estate, commodities, or other alternative strategies to help them pursue their investment objectives.

*These financial statements represent 2019 performance, thus were completed by TD Ameritrade and were branded as such.

Strategic Roadmap Portfolio Details

Subadvisor: Steele Capital Management

An independent registered investment adviser, Steele Capital Management’s investment philosophy is built on a strategic asset allocation discipline with tactical adjustments as market conditions dictate. For nine consecutive years Barron’s has ranked Steele Capital Management as one of the Top 100 Independent Investment Advisors in the country. Steele Capital Management currently manages over $1.6 billion for individuals and company sponsored retirement plans. For more information, please visit steelecapital.com.

Find out more about Matrix Trust Company collective investment trusts

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