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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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Strategic Target Funds

Select from risk-based and retirement-date 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 Strategic Target Funds will invest in passive and active pooled investment vehicles that are consistent with the CIT’s investment objectives, including, but not limited to: mutual funds, commingled funds and Traded Funds. The CIT’s investment philosophy is focused on low fees, low turnover, and prudent risk management encompassing a core and satellite investment strategy.

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

Subadvisor: Strategies Capital Management

Independent and fee-only since inception in 1993, Strategies Capital Management advises institutional clients, including defined contribution retirement plans and defined benefit plans. Utilizing a “core and explore” investment philosophy, its team of dedicated professionals has managed qualified retirement plan money since 1998. Strategies Capital Management is registered as an investment advisor with the Securities and Exchange Commission. For more information, please visit strategiescm.com.

Find out more about Matrix Trust Company collective investment trusts

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