CG Financial — Alta Trust Company

About

Retirement

Collective Investment Trusts

81-100 Group Trusts

Unitized Managed Accounts

Independent Trustee Services

Achieving Success in the Retirement Marketplace

Wealth

Fund Administration

Health

Health Savings Accounts

About

Retirement

Collective Investment Trusts

81-100 Group Trusts

Unitized Managed Accounts

Independent Trustee Services

Achieving Success in the Retirement Marketplace

Wealth

Fund Administration

Health

Health Savings Accounts

Capital Asset Advisory Services Collective Investment Trust

Fact Sheet

WealthMark Principal Preservation

Other Trust Documents

Investor Disclosure

Alta Trust Company, 9380 Station Street, Suite 450, Lone Tree, CO 80124, United States303-996-3781info@trustalta.com

Contact us: (303) 996-3781 Toll Free: (866) 516-4015
Email: info@trustalta.coM

101 S. Main Avenue, Suite 310, Sioux Falls, SD 57104

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