Services For Collective Investment Funds

We believe Collective Investment Funds are the most efficient way to manage qualified plan money. In fact collective funds were the vehicle of choice for retirement plans due to their low cost structures. After two decades of mutual fund dominance in the retirement plan marketplace collective investment funds have made a resurgence.

Alta Trust is one of the few CIF providers in the country dedicated exclusively to creating Collective Investment Funds. Alta Trust creates lasting partnerships with some of the countries leading money managers. By working together we can help provide retirement plans some of the best money management in the country in one of the industries most preferred vehicles. Alta Trust sponsored collective investment funds offer the following:

  1. An IRS Approved Trust Document
  2. 408b2 Compliance
  3. An NSCC Cusip for National Fund Distribution
  4. Complete Fund Administration
  5. Daily Fund Valuation
  6. Morningstarâ„¢ Reporting
  7. Omnibus Trading at a Preferred Custodian
  8. Quarterly Fact Sheets
  9. Audited CIF Financials
  10. Quick Setup
  11. Low startup and ongoing costs

Call 866-516-4015