Educational IRA

The Educational IRA is now referred to as the Coverdell ESA. This is an account, established for a beneficiary age 18 or younger where contributions grow tax-deferred to be utilized for the funding of post-secondary education.

While California Investment Trust does not handle the Coverdell ESA, give us a call at 800-225-8778 and we can refer you to a provider.


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  • Headquarters


    California Investment Trust 44 Montgomery Street, Suite 2100 San Francisco, CA 94104 Phone: 800-225-8778
    Email: info@caltrust.com
The pricing, performance, graphs, and charts are provided by Ticker Technologies, Inc. The information contained herein has not been verified by California Investment Trust Fund Group or by its advisor, CCM Partners, LP, and should not be used for trading purposes. For official Fund prices and performance, please contact the Funds at (800) 225-8778. Past performance is not necessarily indicative of future results and current performance may be lower or higher than the performance quoted. The net asset value of each Fund's shares will fluctuate, as will the investment return and the principal value of an investment, so that an investor's shares, when redeemed, may be worth more or less than their original cost. This sheet must be preceded or accompanied by the current prospectus for the funds comprising the California Investment Trust Fund Group, which provides details about charges, investment objectives, risks and operating policies of the Funds. RFS Partners is the distributor of the California Investment Trust Fund Group. Distributed by RFS Partners 01/2010. 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.