Strategic Roadmap Portfolios
Select CITs based on risk profile
NOTE: Matrix Trust Company’s collective investment trusts (CITs), also known as collective investment funds (CIFs), are pooled funds that are investment options available to certain tax-qualified, employer-sponsored retirement plans and are not available to the general public. The fund information and fact sheets on this site are for institutional use only and are not for plan participants. The information contained within is not investment, tax or legal advice. Plans and their fiduciaries should consult with their own competent investment, tax and legal advisors.
The subadvisors managing these CITs are not affiliated with Matrix Trust Company. For information on risks associated with these CITs, please see the Fund Summary Document, the Global Risk Disclosure and the Declaration of Trust accessible through the links on the righthand side of this page and the Details for the CITs (Fund Fact Sheets) found below.
NOTE: Matrix Trust Company’s collective investment trusts (CITs), also known as collective investment funds (CIFs), are pooled funds that are investment options available to certain tax-qualified, employer-sponsored retirement plans and are not available to the general public. The fund information and fact sheets on this site are for institutional use only and are not for plan participants. The information contained within is not investment, tax or legal advice. Plans and their fiduciaries should consult with their own competent investment, tax and legal advisors.
The subadvisors managing these CITs are not affiliated with Matrix Trust Company. For information on risks associated with these CITs, please see the Fund Summary Document, the Global Risk Disclosure and the Declaration of Trust accessible through the links on the righthand side of this page and the Details for the CITs (Fund Fact Sheets) found below.
The Strategic Roadmap Portfolios seek an appropriate mix of equity and fixed income for each risk target, with the goal of enhancing potential returns while appropriately minimizing risk. Through a stringent due diligence process, it selects mutual funds, ETFs or other pooled funds that represent various asset classes. The funds may have an allocation to real estate, commodities, or other alternative strategies to help them pursue their investment objectives.
Subadvisor: Steele Capital Management
As an independent registered investment advisor, Steele Capital Management offers investment management and retirement services to individuals and company-sponsored retirement plans. Their investment approach is grounded in a strategic asset allocation framework, with tactical adjustments made in response to market conditions. Steele Capital aims to design retirement solutions that align with each company's unique goals and objectives. For more details, visit steelecapital.com.
You are leaving the Matrix Trust Company website. The following subadvisor information has not been verified by Matrix Trust Company and we are not responsible for its accuracy or completeness.