Retirement Advocate Funds

The Retirement Advocate 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 the Moneta Group Investment Advisors, LLC for investing CIF assets. Moneta Group Investor Advisors, LLC has been retained by TD Ameritrade Trust to provide subadvisory services. Information about Moneta Group Investment Advisors, LLC may be accessed at www.monetagroup.com.

Information on this Web Site

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

Retirement Advocate Funds

The Retirement Advocate Funds are a series of risk based collective investment funds designed to provide retirement plan participants with broadly diversified portfolios across a spectrum of risk and return profiles. The funds utilize a strategic asset allocation using multiple asset classes and strategies, while managing expenses and following a disciplined approach to rebalancing.

  • Retirement Advocate Conservative Fund
  • Retirement Advocate Moderately Conservative Fund
  • Retirement Advocate Moderate Fund
  • Retirement Advocate Moderately Aggressive Fund
  • Retirement Advocate Aggressive Fund

Additional information about TD Ameritrade Trust, the Trustee of the CIFs, as well as the Moneta Group Investment Advisors, LLC 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 Retirement Advocate Funds, please contact Brian Harriman at 877-270-6892, ext. 74761

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