TD Ameritrade Trust Company is a Maine-chartered, non-depository trust company and a wholly owned subsidiary of TD Ameritrade Holding Corporation. TD Ameritrade Trust is not a member of FINRA/SIPC. TD Ameritrade Trust offers trust and custody services, including back-office support, to a wide range of employee benefit plans. Services are provided through TD Ameritrade Trust's institutional clients only, such as third-party administrators, recordkeepers and registered investment advisors. In addition, TD Ameritrade Trust serves as trustee of the Managed Retirement Funds as described in the Fund Summary Document.
Established in 1989, Axia Advisory Corporation ("Axia") offers a range of business retirement plan and investment consulting services, including investment advice, portfolio management, administrative and educational services, and custodial review to organizations and individuals. "Axia," a term derived from ancient Greek vocabulary, translates into English to mean "value" or "worth." These words are at the very core of what Axia believes, and who they strive to be as investment professionals.
Axia is registered as an investment advisor under the Investment Advisers Act of 1940, as amended, and thus therefore qualified to be appointed as an ERISA investment manager. Axia also provides objective consulting and wealth management services.
Each professional at Axia Advisory Corporation offers more than 10 years of experience within the financial service industry. Cumulatively, this tenure provides expertise in the areas of financial planning, investment management, trading and retirement plan consulting. For more information, please visit www.AxiaAdvisory.com.
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 Scott Redman at 303-294-5354.