Two Rivers Capital Management Introduces ETF-based 401k Platform
Williamsburg, VA, September 21, 2006 -- It includes six Index Funds and the Two Rivers Managed Equity Fund. All seven are available in the form of Collective Trusts through AST Trust Co., Phoenix, AZ, and trade on the NSCC just like mutual funds. A Stable Value Fund rounds out the offering.
- Stable Value Fund (mutual fund)
- Short-Term Bond Index (ETF Collective Trust)
- Investment Grade Bond Index (ETF Collective Trust)
- Two Rivers Managed Equity Fund (ETF Collective Trust)
- US Large Cap Index (ETF Collective Trust)
- US Mid Cap Index (ETF Collective Trust)
- US Small Cap Index (ETF Collective Trust)
- International Equity Index (ETF Collective Trust)
The idea behind this platform is to: 1) Provide 401k participants with investment options that generate (at minimum) close to market returns (Index Funds), and 2) Provide a unique actively managed option-Two Rivers Managed Equity Fund-with a stated objective of out performing the S&P 500 over any 3-year period.
TRCM 401k clients and prospects have made it very clear they want more help in the 401k fund selection process. TRCM's response to this urgent need has been the creation of the Two Rivers Managed Equity Fund, where equity fund selection is in effect done for plan participants within a single 401k option. The "Managed" option encompasses a highly disciplined, broadly diversified, quantitatively-driven strategy. It focuses on Styles, Sectors, Countries, Broad US & International Indexes, and Cash.
Target Market
- Small to Mid-size 401ks-TRCM services whole plan.
- Large 401ks ($30 Million +)-add "Two Rivers Managed Equity Fund" as an additional investment option to current line-up of funds.
For more information visit our website www.2riverscapital.com or call 952.921.5815.
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