Swan Defined Risk
Collective Investment Funds (CIFs)
For financial professional use only.
Become an Outcome-Oriented Advisor
Stop the fiduciary insanity. Focus on plan participant outcomes, not product.
Utilize an investment solution that addresses risk directly and the challenges plan participants face.
The Swan Defined Risk Collective Investment Funds (CIFs) are an ideal investment solution for Outcome-Oriented Advisors:
- Address risk aversion and limit statement shock
- Utilize a broad range of funds across various risk tolerances providing flexibility for a glide path
- Access a unique Stair-Step QDIA℠, an automated, age-based glide path
- Achieve alignment between plan goals and participants outcomes
The Swan Defined Risk CIFs are currently available on numerous retirement platforms and individual company employee benefit/retirement plans.
For CIF investment and participation related questions, please contact Gordon Asset Management at: (866) 216‑1920, or visit their web page at www.wealthQB.com. For more information about the funds and their investment objectives, see this plan participant disclosure.
Alta Trust is a South Dakota chartered trust company that acts as the trustee of the Swan Collective Investment Funds. Collective investment funds are bank maintained and not registered with the Securities and Exchange Commission. Additional information about the funds may be obtained by contacting Swan Global Investments at 970.382.8901.