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Life Stages: A guide to investing for retirement
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Business Owners with plan assets over $1 million |
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(Age: Mid-20's to retirement)
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Goal: Develop a retirement plan for your employees and for yourself.
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PlanWorks Select® is for plans with more than $1 million in assets. It offers over 25 mutual funds from Armada Funds and other respected fund families. The goal is to provide an optimal combination of funds across key asset classes, and all with competitive performance records. Along with these funds are four actively managed asset allocation models, which simplify the investment process by giving you and your employees a fully diversified portfolio with a single investment decision.
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| Learn about the three types of plans available to you and your employees under Armada Plus. |
Your Investment professional can explain any of these plans in greater detail. Call Armada Investor Services at 1-800-622-FUND (3863).
Investing for retirement with Armada is easy. You can order an IRA kit, download a Traditional IRA Application, invest online right now, or call Armada Investor Services at 1-800-622-FUND (3863).
These products are offered by National City. Armada Funds offers access to these plans and is one of the underlying investment options.
National City Investment Management Company (IMC) serves as investment adviser for Armada Funds for which it receives an investment advisory fee. Shares of Armada Funds for PlanWorks Select® are distributed by Professional Funds Distributor, LLC (PFD). PFD is not affiliated with IMC and is not a bank.
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NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE
You should consider the investment objectives, risks,
charges and expenses of the Armada Funds carefully before investing. A prospectus may be downloaded and viewed with
this and other information about the Funds or may be obtained by contacting an
investment professional or by calling 1-800-622-FUND (3863.) Please read it
carefully before you invest or send money.
National City Investment
Management Company (IMC) serves as investment adviser to Armada Funds for which
it receives an investment advisory fee. Shares of Armada Funds are distributed
by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia,
PA 19406. PFD is not affiliated with IMC and is not a bank.
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