The Trademark Capital Target Retirement Series — A Better Choice

Trademark Capital is committed to helping plan sponsors seeking to maximize participant returns, while at the same time actively managing risk. These target-date solutions represent two decades of advanced thinking, innovative risk management and a sound investment strategy.

Trademark Capital Target Retirement Funds offer access to:

  • Wilshire’s proven glide path methodology
  • Trademark Flexguard Overlay, a dynamic downside protection strategy
  • Broadly diversified portfolios
  • An experienced portfolio management team with a proven track record
  • Fee-conscious investment solutions
  • A firm with a long tradition of putting client interests first
  • A selection of share classes, providing a suitable option for every plan

Fund Facts