At California Investment Trust, we realize the valuable role you play in meeting the increasingly complex needs of your clients. We offer a full range of mutual funds to help you develop investment programs tailored to meet the specific needs of your clients. Whether you want to target a specific asset class or create a fully diversified portfolio, you can count on our family of no-load mutual funds to maintain asset class purity while keeping expenses very low. We offer several classes of funds to meet your specific distribution requirements.

SIX EQUITY FUNDS

• S&P 500, S&P MidCap and S&P SmallCap Index Funds.
• Equity Income Fund – a growth & income fund with mandated high dividend payout.
• European Growth and Income Fund – focuses on 50 large-cap international companies.
• NASDAQ-100 Index Fund – top 100 non-financial companies traded on the NASDAQ Stock Exchange.

FOUR BOND FUNDS

• Two California Municipal Bond Funds
• Two Government Bond Funds – one short-term and one intermediate

TWO MONEY MARKET FUNDS

• Taxable U.S. Treasury
• Tax-Free California Municipal

• providing tools to help you better understand your clients investments
• analyzing fundamentals of your client’s existing investments
• dissecting asset allocation of your client’s portfolio
• mapping on the Efficient Frontier
• recommending portfolio improvements

In addition, many RIA firms, including CPA’s with an advisory practice, depend on us to:

• develop investment policies
• implement asset allocation models
• customize fixed income management strategies
• conduct client meetings and seminars

As your partner, we monitor the progress and continue to make recommendations to ensure that your client’s investments are performing to their capacity. We understand the demands on your time and therefore view our role as being a resource to leverage your time and marketing efforts.

For more information about the different ways we can help you win more business, please call James C. Audley at (800) 225-8778.