Individual Investors
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.

Employee 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 related, 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 needs. 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

Private Client Group
The Private Client Group was established to provide you with an independent, unbiased and consultative approach to wealth management. We work with you to identify your financial goals, your risk tolerance, and your investment time horizon in order to design an investment policy and an asset allocation strategy suited to your specific needs and preferences. We call this process “Strategic Investment Counsel ".

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 ways. First 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 time.