Our objective is to maximize your success as an investor. Founded in 1985, California Investment Trust Fund Group continues its tradition of combining client-centered service with cost efficient investment management. We feature a diversified pool of low-cost, no-load mutual funds providing an easy, affordable and practical way to invest in a broad spectrum of funds.

Over the years, We have established well-documented expertise in the field of fixed income, specifically California municipal bonds, as well as equity index funds. Our single point-of-contact service model gives you the service that you need, when you need it, in a simple and straightforward manner.

Our mutual funds are available to Individuals, Trusts, Businesses, Employer Sponsored Retirement Plans (401k), and Financial Advisors. Additionally, CCM Partners, the advisor to California Investment Trust Fund Group, now offers investment policy consulting and investment analysis through its Private Client Group.

Our office is located in the heart of San Francisco and we invite you to schedule an appointment to stop by and speak with one of our Investment Representatives.

Interested in an IRA?
Complete an application to open a new account or transfer from an exsisiting IRA

Individual Investors

401(k) Investors

Private Client Group

Advisors/Institutional

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