401(k)

Collective Investment Funds (CIF) for Employee Benefit Plans

JAForlines Collective Investment 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 Company is a South Dakota state chartered trust company that provides retirement plan services to plan sponsors throughout the USA.  In its capacity as Trustee, Alta Trust Company provides investment management, trust and custody services for the Funds. Alta Trust Company does not provide investment advice or advisory services to employers, retirement plan participants or accountholders.

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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Various service providers to JAForlines Global have consented to inclusion of their names and logos on this website. Such third party vendors are not affiliated with JAForlines Global.

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.

About JAForlines Global

JAForlines Global (JFG) is a New York-based investment management company specializing exclusively in separately managed and model account strategies for clients of select independent RIAs, Broker/Dealers and their Registered Representatives.

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Contact Details

JAForlines Global
Tel: (516) 609-3370
Email: Sales@jaforlines.com