Fund Families and Investing In Stocks & Bonds Investment Directory

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California Investment Trust (client-centered service) In Stock Futures Funds Directory

 

California Investment Trust Fund Group-founded in 1985-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, 401(k) plans, 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.

 

Address: 44 Montgomery Street, Suite 2100, San Francisco, CA 94104-4708
Telephone: (800) 225-8778
Website: http://www.caltrust.com/