Service Offerings

The California Investment Trust Fund Group features a diversified pool of low-cost, no-load* mutual funds. Historically, Index Funds have been shown to out-perform the majority of actively managed funds over long periods of time. Our core service offerings include:

Individual Investors:

California Investment Trust is a pure no-load* mutual fund company. We combine passive equity with active fixed income investment strategies in order to provide core investment portfolios. Our twelve mutual funds cover each primary asset class. Whether you want to target a specific asset class or build a diversified portfolio, you can count on our funds to provide asset class purity, sound investment fundamentals and extremely low expense ratios. What separates California Investment Trust Fund Group from the competition? We think it’s our “single point of contact” service model.

Employer Sponsored Retirement Plans:

The partnership of California Investment Trust and California Plan Services offers bundled 401(k) services providing customized retirement plans to meet the needs of business owners. We feature a “single point of contact” service model. Regardless of the question, whether investment or administrative related, you have a single contact who can easily resolve your question. Our San Francisco headquarters give us a tremendous advantage in building close working relationships with our clients. We offer personalized plan design to meet your present and future needs. With comprehensive plan testing, IRS filings and on-going support for our plans, we deliver on the services you need.

Plan Design Consulting
Profit Sharing Plans
401(k) Plans
Defined Benefit Plans
Complete Administration Services

Advisory / Institutional Sales

Whether you are a Financial Advisor, CPA, or you directly represent a Bank Trust Department, Pension Fund or Foundation, California Investment Trust can support your efforts in several important ways. First and foremost, our twelve low-cost mutual funds are excellent tools to build fully diversified portfolios. In addition, we can act as a marketing resource by providing you numerous portfolio management and analytical tools to help you leverage your time.

Get Started Today

Download an application or call us today at (800) 225-8778 and allow one of our Investment Representatives to put together an application package that meets your investment objectives.

*Other fees and expenses do apply to a continued investment in the funds and are described in each fund's current prospectus. Download a current prospectus or call the Funds at (800) 225-8778


  • 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.