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 Strategic Target Funds as described in the Fund Summary Document.
Strategies Capital Management is an institutional investment consulting firm that has provided an array of services since it was established in 1993. It is registered as an investment advisor with the Securities and Exchange Commission. Independent and fee-only since inception, Strategies Capital Management advises institutional clients, including defined contribution retirement plans and defined benefit plans. Utilizing a "core and explore" investment philosophy, a team of dedicated professionals manages qualified retirement plan money and has done so since 1998. For more information, please visit www.strategiescm.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 STRATEGIC TARGET FUNDS, please contact Scott Redman at 303-294-5354.