- California Investment Trust offers bundled retirement plan services to businesses that want to provide their employees with excellent retirement benefits . We offer long-term investment strategies, detailed plan administration, responsive customer service, ongoing education and support for plan participants and plan sponsors .
What our clients love most about our service is our "single point of contact" service strategy.
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- We feature a diversified pool of low-cost mutual funds providing an easy, affordable and practical way to invest in a broad spectrum of funds.
The California Investment Trust Fund Group was founded in 1985 and continues to provide excellent investment options to individuals, financial advisors, and employer sponsored retirement plans.
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- 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 the standard deviation of returns) while still generating market returns.
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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.
