We have a long tradition of helping retirement plan sponsors and plan participants invest for their retirement goals and objectives. Our innovative tactical risk managed solutions are designed to help our clients by mitigating their exposure to destructive market losses.
Plan sponsors today are faced with the challenge of choosing the right target-date solution for their participants. While it is important to take into account a TDF’s investment objective and glidepath methodology, it is also important to understand the fund’s ability to protect participants’ retirement savings during times of market volatility.
What makes Trademarks’ retirement series unique is our Tactical Risk Overlay – an allocation within each fund designed to provide significant downside protection. While dynamic, the percentage allocated to the Tactical Risk Overlay increases as an investor approaches their retirement age and throughout their golden years.