- California Investment Trust offers bundled retirement plan services to Bay Area businesses. Our services include long-term investment strategies, detailed plan administration, responsive customer service, ongoing education and support for plan participants.
Our advantage is our partnership with the pension administration firm, California Plan Services. Through this relationship, we are able help you every step of the way through our single point of contact service model.
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- We feature a diversified pool of low-cost, no-load mutual funds providing an easy, affordable and practical way to invest in a broad spectrum of funds.
The California Investment Trust Fund Group was founded in 1985 and continues to provide excellent investment options to individuals, financial advisors, and employer sponsored retirement plans.
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- Optima is a trademarked strategy of California Investment Trust Advisory Group. In Optima covered option strategy accounts we seek to generate cash flow in the form of option premium income. This premium income can help investors meet cash flow needs.
Additionally, Covered Call strategies have been shown over time to reduce volatility (as measured by the standard deviation of returns) while still generating market returns.
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Get Started Today: Download an application or call us at (800) 225-8778 and allow us to put together an application package that meets your investment objectives. Download Application Form
