Forms & Disclosures

Please contact California Investment Trust to request the paperwork necessary to establish a new Optima Separately Managed Account. Please call our office at 800-399-6799 or email info@caltrust.com. Please indicate the type of account that you are opening as well as whether the account will be funded with a transfer from another account and whether you will be establishing systematic withdrawals.

Options involve risk and are not suitable for everyone. Prior to buying or selling an option, a person must receive a copy of Characteristics and Risks of Standardized Options. Copies of this document may be obtained from California Investment Trust, from any exchange on which options are traded or by contacting The Options Clearing Corporation, One North Wacker Dr., Suite 500 Chicago, IL 60606 (1-800-678-4667).

Click here to download the Characteristics and Risks of Standardized Options.


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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.