Managed Retirement Funds

The Managed Retirement Funds are collective investment funds ("CIF(s)") that are maintained by TD Ameritrade Trust Company. TD Ameritrade Trust, as Trustee of the CIFs, utilizes models developed by Axia Advisory Corporation for investing CIF assets. Axia Advisory Corporation has been retained by TD Ameritrade Trust to provide subadvisory services. Information about Axia Advisory Corporation may be accessed at www.AxiaAdvisory.com.

Information on this Web Site

Information regarding the following CIFs is contained on this Web site.

Managed Retirement Funds

The Managed Retirement Funds utilize a core and satellite approach, whereby the core of the CIF is invested in an index or enhanced index strategy and the balance (satellite) is invested with active managers to seek enhanced returns. The CIFs invest primarily in mutual funds, Exchange Traded Funds, money markets or Collective Investment Funds with holdings in U.S. and foreign stocks, bonds and cash equivalents.

  • Conservative Fund
  • Moderate Fund
  • Balanced Fund
  • Growth Fund
  • Aggressive Fund
  • Real Asset Fund

Additional information about TD Ameritrade Trust, the Trustee of the CIFs, as well as Axia Advisory Corporation the subadvisor to the Trustee, is also available on this Web site. Employers can obtain information on how to add a CIF to their qualified retirement plan investment menu by reviewing the remaining pages.

For information regarding the risk of investing in CIFs, please see the Fund Summary Document listed under the CIF Information tab.

For more information on the MANAGED RETIREMENT FUNDS, please contact Brian Harriman at 877-270-6892, ext. 74761

Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee