The E-Valuator Risk Managed Strategies are collective investment funds ("CIF(s)") that are maintained by TD Ameritrade Trust Company. TD Ameritrade Trust, as Trustee of the CIFs, utilizes models developed by Intervest International, Inc. Intervest International, Inc. has been retained by TD Ameritrade Trust to provide subadvisory services. Information about Intervest International, Inc. may be accessed at www.intervestintl.com.
Information regarding the following CIFs is contained on this Web site.
The E-Valuator Risk Managed Strategies are collective investment funds that are "fund-of-funds" that invest in mutual funds, exchange traded funds, and other pooled vehicles. The funds are rebalanced when an allocation dispersion exceeding +/- 10% is experienced. Generally the funds utilize a core and satellite management philosophy with the assets of the fund divided between passive and active management styles.
Additional information about TD Ameritrade Trust, the Trustee of the CIFs, as well as Intervest International, Inc., the subadvisor to the Trustee, is also available on this Web site. Employers can obtain information on how to add a CIF to their qualified retirement plan investment menu by reviewing the remaining pages.
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.