401(k)

Collective Investment Funds (CIF) for Employee Benefit Plans

JAForlines Global Tactical Allocation Fund

JAForlines Global (JFG) announces the JAForlines Collective Investment Fund (CIF) for Employee Benefit Plans. The funds are maintained by Alta Trust and invested according to strategies developed and provided by JFG.  

Fund Trustee
Alta Trust is a South Dakota state chartered trust company that acts as a trustee to the JAForlines Collective Investment Trust (“CIT”). Alta Trust does not provide investment advice or advisory services. CITs are bank maintained and not registered with the Securities and Exchange Commission.

Investment Manager
The investment manager is an investment manager as that term is defined in Section 3(38) of ERISA with respect to the Trust and any Plan investing in any Fund(s).  All of the assets of the Funds will be invested according to corresponding strategies developed and provided by JAForlines Global Investment Management.
 
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JAForlines Global Funds (each a “Fund,” and together the “Funds”) are collective investment funds maintained by Alta Trust that are designed to serve the investment needs of tax-qualified employer sponsored retirement plans. The Funds are not mutual funds registered under the Investment Company Act of 1940, as amended, (“1940 Act”) or other applicable law, and unit holders are not entitled to the protections of the 1940 Act. The regulations applicable to a collective investment fund are different from those applicable to a mutual fund.

Please read the JAForlines Global Collective Investment Trust legal disclosure.


Disclosure

Alta Trust is a South Dakota chartered trust company that acts as the trustee of this CIT. Collective investment trusts are bank maintained and not registered with the Securities and Exchange Commission. The Declaration of Trust for the CIT describes the procedures for admission to and withdrawal from the CIT. The Declaration of Trust and the Fund’s Employee Benefit Summary should be read in conjunction with this fact sheet and is hereby incorporated by reference. A copy of these documents may be obtained by contacting Alta Trust at info@trustalta.com.

Before investing in any collective investment trust, please consider the trust’s investment objective, strategies, risks, and expenses. Be sure to consult with your financial, legal and professional tax advisors prior to investment in any collective investment trust. Performance is expressed in USD. Past performance does not guarantee future results. The performance data quoted represents past performance and current returns may be lower or higher. All investments involve risk, including potential loss of principal. There is no guarantee that the CIT will achieve its objective.

Fund Restriction/Limitations: This CIT may only accept assets of defined contribution plans that are part of a pension, profit sharing, stock bonus or other employee benefit plan of an employer for the exclusive benefit of employees or their beneficiaries and is (i) exempt from federal income taxes under Section 501 (a) of the code, by reason of qualifying under Section 401(a) or 414(d) of the code or (ii) is part of an eligible deferred compensation plan maintained by a state or local governmental unit under Section 457(b) of the Code (“Section 457 Plan”), which is either exempt from or not subject to income taxation.