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 Retire Funds as described in the Fund Summary Document.
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 Scott Redman at 303-294-5354.