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 TOPS® Strategic Allocation Portfolios as described in the Fund Summary Document.
ValMark Advisers, Inc. ("ValMark"), is a specialist and industry innovator in using Exchange Traded Funds ("ETFs") to create goal-based asset allocation portfolios. As your portfolio strategist, it is ValMark's responsibility to determine the right mix of asset classes and investment selections for each Strategic Allocation Portfolio consistent with the goals of the portfolio.
The ValMark Investment Advisory Committee regularly reviews available as well as newly created ETFs to determine that the Strategic Allocation Portfolios are using appropriate holdings. The Investment Advisory Committee is comprised of industry experts with over 100 years of experience in investment plan design. For more information, visit www.valmarksecurities.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 STRATEGIC ALLOCATION PORTFOLIOS, please contact Scott Redman at 303-294-5354.