Firm Overview

The California Investment Trust Advisory Group brought the Optima strategy products to market because of our sincere believe in the benefits of covered call strategies. Through our own research as well as that of third parties, we have concluded that a buy-write strategy, where an investor holds a stock then proceeds to sell, or write, a call option contract against that underlying equity, can generate market returns with significantly lower volatility.

The Optima Portfolio, Optima Overwrite, and Optima Total Portfolio Separately Managed Accounts were created to help individuals and institutions meet their particular needs for professional stock selection, enhanced risk adjusted total return, and cash flow.

The Optima service is tailored to the specific objectives of the client, providing a potent combination of investment management expertise and options valuation technology.


  • Give us the two ring challenge today.


    If you think that it’s hard to get a real person on the line, let us change your mind. We pride ourselves on our excellent customer service. If you call us between the hours of 8 am and 5 pm Pacific Time, we’ll answer your call in two rings.

  • 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.