 The Retire Funds |
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About TD AMERITRADE Trust Company
TDATC is a Maine-chartered, non-depository trust company and a wholly owned subsidiary of TD AMERITRADE Holding Corporation. TDATC is not a member of FINRA/SIPC. TDATC offers trust and custody services, including back-office support, to a wide range of employee benefit plans. Services are provided through TDATC's institutional clients only, such as third-party administrators, recordkeepers and registered investment advisors. In addition, TDATC serves as trustee of The Retire Funds as described in the
Fund Summary Document.
Subadvisor to CIF
About Rogerscasey
Rogerscasey is one of the largest institutional investment consultants in the United States. It is registered as an investment advisor with the Securities and Exchange Commission. As of December 31, 2009, the firm advised approximately 120 clients representing $315 billion in assets under advisement. These clients are diversified across institutional and retail channels, and include defined benefit and defined contribution plans, endowments, foundations, high net worth individuals, and financial intermediaries. Rogerscasey has a dedicated investment research group of 22 professionals. For nearly 20 years, Rogerscasey has been managing discretionary programs on behalf of its clients. For more information go to www.rogerscasey.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 RETIRE FUNDS, please contact Brian Harriman at 877-270-6892, ext. 74761
| Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee |
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TD AMERITRADE Trust Company and Rogerscasey are separate, unaffiliated companies. |