TOPS™ Strategic Allocation Portfolios

The Strategic Allocation Portfolios are collective investment funds ("CIFs") that are maintained by TD Ameritrade Trust Company. TD Ameritrade Trust, as Trustee of the CIFs, utilizes models developed by ValMark Advisers, Inc. for investing CIF assets. ValMark Advisers, Inc. has been retained by TD Ameritrade Trust to provide subadvisory services. Information about ValMark Advisers, Inc. may be accessed at www.valmarksecurities.com.

Information on this Web Site

Information regarding the following CIFs is contained on this Web site.

Strategic Allocation Portfolios

The Strategic Allocation Portfolios are CIFs primarily composed of Exchange Traded Funds ("ETFs") that represent numerous asset classes.

Target Date CIFs

  • Strategic Allocation Portfolio Target 2015
  • Strategic Allocation Portfolio Target 2025
  • Strategic Allocation Portfolio Target 2035
  • Strategic Allocation Portfolio Target 2045

Risk Based Portfolios

  • Capital Preservation – Designed for investors with short to intermediate-term investment time horizons who are seeking capital preservation as well as the opportunity for income and growth.
  • Income & Growth – Designed for investors with intermediate to long-term investment time horizons who seek to earn income but potentially benefit from stock market growth.
  • Balanced – Designed for investors with intermediate to long-term investment time horizons who seek a reduced level of risk than found in more aggressive asset allocations.
  • Moderate Growth – Designed for investors with long-term investment time horizons who are willing to accept a moderate amount of volatility in exchange for the potential to earn greater returns than are typically available with more conservative asset allocations.
  • Growth – Designed for investors with long-term investment time horizons who are willing to accept volatility in exchange for potentially higher investment returns.
  • Aggressive Growth – Designed for investors with long-term investment horizons who are willing to accept a greater degree of volatility in exchange for potentially higher returns than are typically provided by more diversified asset allocations.

Additional information about TD Ameritrade Trust, the Trustee of the CIFs, as well as ValMark Advisers, 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 STRATEGIC ALLOCATION PORTFOLIOS, please contact Brian Harriman at 877-270-6892, ext. 74761

Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee