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Collective Investment Funds (CIFs) for Your Retirement Plans: Plan Sponsors, Principals, Advisors, Fiduciaries |
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Submitted by The Investment Shadow
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For 401k Plan Sponsors, Principals, Advisors, & Fiduciaries Only --- The NSA is watching you, so go no further without the proper credentials!
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We all know that Mutual Funds, ETFs, and similar products don't prepare well for market downturns.... they are unable to take profits, build portfolio income, or hold equity "smart cash" that can be put back to work when the market falls.
It's also difficult to gauge the quality of the securities within the ETFs and funds on most product menus, making it hard to shift to safety, and or to plan for retirement income... you just can't "get to know" about what's inside.
Collective Investment Trusts could be a solution to these problems, particularly when comprised of Investment Grade Value Stocks (Google IGVSI) and income Closed End Funds... and when actively managed using the principles of Market Cycle Investment Management (MCIM).
Active management and security transparency are the key differences.
With certain "Collectives", you will know what companies are being invested in, and the nature/productivity of the income-purpose investments in the portfolio. In collective trusts, the manager can take profits and hold cash during market bubbles and, conversely, can re-invest in the highest quality companies when prices become more reasonable.
Contact Alta Trust (http://www.trustalta.com) for more information about managed, individual security, portfolios.
Wouldn't it be cool if you could tell plan participants that they can be better prepared for market downturns, and build income for retirement, as you add another fiduciary entity to your plan safety net... MCIM "Life Cycle" Collective Funds are available to all trusteed plans.
If you believe as I do that a Stock Market correction is coming soon, these totally unique portfolios will allow your plan participants to take their profits and grow their retirement income with one quick switch....
Let's talk about this soon, or email me for more detailed information. If you are a plan principal, advisor, or fiduciary, please ask for a brochure
Steve Selengut
800-245-0494
sanserve@aol.com
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