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 or NFA. . 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 Retirement Advocate Funds as described in the Fund Summary Document.
Moneta Group Investment Advisors, LLC ("Moneta") is a registered investment advisory firm that provides "Family CFO" services to a select group of successful individuals, families and businesses. Since the 1960s, Moneta has been providing its business clients creative answers and advice on their retirement plan needs, Moneta currently advises on nearly 500 retirement plans, a testament to the unbiased nature of our advice and the collaborative manner in which we handle client relationships. Founded in 1869, Moneta embraces its role as an advocate for clients' negotiating the complexities encountered in managing their retirement plans. Moneta seeks to craft a retirement program that best fits a the goals and objectives of each company using a the full platform of available resources to provide customized plan design, consulting services, pro-active employee education programs, technology solutions for remote employees, conflict-free investment selection and monitoring, full fee disclosure, a process for minimizing plan fiduciary liability and expert record-keeper searches.
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 Scott Redman at 303-294-5354.