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
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
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
Separate Managed Accounts
California Investment Trust offers option enhanced cash flow strategies. We work with you to design an investment
policy for you or your clients using an options strategy suited to your specific
needs and preferences.
Advisory / Institutional Sales
Whether you are a RIA, CPA, or you directly represent a
Bank Trust Department, Pension Fund or Foundation, California
Investment Trust can support your efforts in several important
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