Optima

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 Standard Deviation) while still generating market returns.

Our portfolio management team utilizes fundamental and third party research to select a basket of underlying equities that are undervalued by the market. We purchase these securities then utilize our own proprietary Optima software to identify call options that are overvalued by the market. Optima is a real-time quantitative tool that mathematically analyses potential outcomes. By utilizing Optima as well as the many data sources available to us, we seek to buy stocks that are undervalued and sell options that are overvalued by the market.


Option trading is not suitable for all investors. Investors should read and understand 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. Download Application Form