DISCLOSURE

TRG Investment Advisors, LLC, (TRGIA) is a federally registered investment adviser under the Investment Advisers Act of 1940 (CRD#315629).  Additional information about TRGIA is available on the SEC’s website at www.adviserinfo.sec.gov

Electronic communications conducted within or through TRGIA’s systems are subject to monitoring, review, retention and external production.  TRGIA does not guarantee any communications transmitted electronically (sent or received) are or will be secure, accurate or complete; the information is susceptible to interception, tampering, corruption, loss, destruction, or delay, or could contain viruses. It is the responsibility of the recipient to ensure that all messages are virus free. Because electronic communications are not a reliable means of communicating with TRGIA, TRGIA does not accept any responsibility for the contents of any electronic communication or for any delays, inaccuracies or omissions in the receipt of any instructions or in the transmission of orders or other information to TRGIA and disclaims all liability to the fullest extent permitted by applicable law for any loss or damage arising from any reliance on or use of any message in any way. Opinions expressed in the message are not necessarily those of TRGIA and/or its employees or agents.

TRG Investment Advisors conducts business under the following name:

• TRG Retirement Plan Consultants [Link to website, Form ADV, Form CRS]

Registration as an investment adviser does not imply a certain level of skill or training. Any messages sent by TRGIA or its personnel is for informational purposes only; it is not intended as an offer or solicitation for the purchase or sale of any financial instrument or as an official confirmation of any securities transaction. TRGIA is in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which TRGIA maintains clients. TRGIA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. 

About TRGIA

TRGIA is a federally registered investment adviser under the Investment Advisors Act of 1940. Registration as an investment adviser does not imply certain level of skill or training. The Form ADV Part 1A, 2A and Form CRS for TRGIA can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name.

TRGIA began as an independent registered investment adviser in August 2021.  In 2025, TRGIA was acquired by IMA Financial Group, Inc. (“IMA”).  In April 2026, TRGIA merged with its affiliate IMA Advisors, although it continues to operate as an independent business unit, providing continuous services to its clients.