Our FundsA convenient method of pooling funds
Five Great Account Options
One Convenient & Safe Method of Pooling Funds
Each of our accounts seek to attain as high a level of current income as is consistent with the preservation of principal by investing only in high-quality, fixed-income securities. All CalTRUST accounts comply with the limits and restrictions placed on local investments by California statutes; no leveraging is permitted in any of the CalTRUST accounts.
Disclaimer: For the CalTRUST Short-Term and Medium-Term Accounts, funds from all participants are pooled in each of the accounts. Participants receive units in the Trust and designated shares for the particular accounts in which they invest. CalTRUST invests in fixed income securities eligible for investment pursuant to California Government Code Sections 53601, et. seq. and 53635, et. seq. Investment guidelines adopted by the Board of Trustees may further restrict the types of investments held by the Trust. Leveraging within the Trust’s portfolios is prohibited.
Interested in Growing Your Portfolio?
Now that you have an idea of the kind of account options CalTRUST offers, you can get started with our easy enrollment flow.