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DENVER, Feb. 08, 2017 -- Strategies Capital Management, sub-advisor to the TD Ameritrade Strategic Target Funds, announced today that it is now, for the first time, making the funds available to qualified retirement plan advisors.
The suite of six Target Date Funds and five Target Risk Funds provide retirement plan participants with access to Collective Investment Funds (CIFs)i, a non-fund family specific investment structure that has grown in popularity. Industrywide, CIFs have captured nearly $2 trillion in assets under management as of May 2016, according to Morningstar.
With more than 20 years of experience managing CIFs for institutional investors, Strategies offers retirement plan advisors and their clients several distinct advantages, including:
- Enhanced diversification from a dynamic core and satellite allocation, with access to 12 distinct asset classes
- A focus on low cost, non-proprietary, ETFs and other fund managers
- Broad asset class and factor and limited manager exposure
- High absolute and risk-adjusted returns
- Weighted average expense ratios of 0.20% or less for underlying investments
“We are excited to give retirement plan advisors access to the Strategic Target Funds,” said David Halseth, founder and Chief Investment Officer of Strategies Capital Management. “Our approach translates into broader diversification, best-in-class asset management, low fees, all resulting in 2016 top decile performance with reduced risk.”
Read more about the TD Ameritrade Strategic Target Funds and the unique way Strategies Capital Management works with retirement plan advisors.
About Strategies Capital Management
Strategies Capital Management (SCM) provides retirement plan, investment consulting, and asset management services. SCM has specialized expertise in the institutional aspects of plan and investment consulting and an established track record of skilled asset management.
Investment advisory services offered through Strategies LLC, a registered investment adviser.
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i A Collective Investment Fund (CIF) is an institutional-only investment structure that is exclusively available to certain types of tax-exempt retirement plans. CIFs are sponsored by banks or trust companies that act as trustees and are responsible for the CIFs’ management. Each CIF’s structure allows for the combination of assets from different retirement plan accounts into a single fund with a specific investment strategy or objective, thereby leveraging the benefits of economies of scale. CIFs may invest in a wide range of active or passive vehicles, including equities, fixed income, mutual funds (including those with exposure to alternative asset classes such as real estate, commodities, and private investments), Exchange Traded Funds (ETFs), and other CIFs.
Contact: Morrison Shafroth +1 720 470 3653 [email protected]
