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

TOPS™ Strategic Allocation Portfolios

Risk and retirement-date based CITs primarily composed of ETFs

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.

TOPS™ Strategic Allocation Portfolios are a series of CITs that invest primarily in exchange traded funds (ETFs) representing multiple asset classes, including large-cap value equities, mid-cap value equities, mid-cap growth equities, small-cap value equities, emerging markets equities, real estate, natural resources, intermediate corporate bonds, short-term bonds, government bonds, high-yield bonds and cash. They are designed to create a non-individualized investment strategy, that is, without regard to any particular account’s specific investment objectives, guidelines or restrictions.

TOPS™ Strategic Allocation Portfolio Details

Subadvisor: ValMark Advisers, Inc. (“ValMark”)

ValMark is a specialist and industry innovator in using ETFs to create goal-based asset allocation portfolios. As your portfolio strategist, it is ValMark’s responsibility to determine the right mix of asset classes and investment selections for each Strategic Allocation Portfolio consistent with the goals of the portfolio. The ValMark Investment Advisory Committee, comprised of industry experts with over 100 years of experience in investment plan design, regularly reviews available as well as newly created ETFs to determine that the Strategic Allocation Portfolios are using appropriate holdings. For more information, please visit valmarksecurities.com.

Find out more about Matrix Trust Company collective investment trusts

CONTACT US