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”Retirement Solutions (DCIO)
Carillon Family of Funds offers a broad array of investment options overseen by highly-regarded portfolio managers as well as a Retirement Solutions team dedicated to supporting advisors, investment analysts, record-keepers and platform distribution teams in the Defined Contribution Investment Only (DCIO) marketplace. DCIO refers to investment mandates awarded within qualified retirement plans such as 401(k), 403(b) and 457 plans.
Carillon Family of Funds offers boutique products that specialize in asset classes that many consider crucial to the mainstream 401(k) participant. Portfolio managers strive to deliver superior fund performance without exposing investors to disproportionate risk---a tenet of the Carillon philosophy since the fund family’s origins in 1985.
All FundsWe employ a diverse and seasoned team of portfolio managers. Review current fund commentaries for their latest insights and thoughts.
Read MoreCarillon funds are available for retirement plans at more than 55 major record keeping platforms across the country. If you are a defined contribution plan provider, our retirement solutions team members are available to accompany your sales team and provide insights into our investment strategies and products. Additionally, Carillon Funds personnel have access to analytical tools to help provide investment support and determine the best funds for a qualified retirement plan.
Carillon Family of Funds is pleased to offer a variety of retirement resources and information designed for retirement plan investors.
Read MoreOur managers seek competitive performance and positive alpha, and employ risk-management policies that generally pursue lower betas and standard deviations: a good fit for any retirement plan.
Read MoreOur Retirement Solutions Team is committed to equipping plan investors with information regarding retirement choices.
There's no better time to gain a better understanding of your finances and how you may view retirement plans.
Are you striking the right balance of retirement income withdraws from your investment portfolio?
Do you know when you should take your Social Security? It is a personal decision that could have vital consequences.
Our checklist helps to highlight some of the most commonly overlooked factors when saving for retirement.
Our Retirement Solutions Team is here to answer all of your questions.
Michelle Lewis
Head of Retirement Solutions
303.406.8888
michelle.lewis@carillontower.com
Please note: Only financial advisors or plan sponsors may contact Michelle Lewis and the Retirement Solutions team.
