TD Ameritrade Trust Company 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. TD Ameritrade Trust Company serves as the ERISA fiduciary and trustee of the E-Valuator Risk Managed Strategies as described in the Fund Summary Document.
Intervest International, Inc. ("III") is a Registered Investment Advisor that specializes in total financial planning for families, business executives, and small business owners as well as military and government personnel. III features an exclusive group of Certified Financial Planner™ licensees and associates who provide complete and objective financial advice for our clients. III also provides professional asset management, both directly as well as through selected third-party money managers. III has been in business since 1980 and offers a range of Advisory Services to pension and profit-sharing plans, trusts, estates, and other business entities. For more information on Intervest International, Inc. please visit www.intervestintl.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 E-Valuator Risk Managed Strategies, please contact Brian Harriman of TD Ameritrade Trust Company at 877-270-6892, ext. 515342.