Aaron Anderson
Vice President of Advisor Solutions at Alta Trust Company
Last Updated:
August 01, 2020
Olympia, Washington, United States
Contact Information
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Company Information

Alta Trust is a forward-looking trust company that provides professional fund administration, compliance, reporting and fiduciary services to investment professionals across the United States. We specialize in...
Alta Trust is a forward-looking trust company that provides professional fund administration, compliance, reporting and fiduciary services to investment professionals across the United States. We specialize in creating and administering Collective Investment Funds for retirement plans and Pooled Trust Funds for your high net worth wealth clients. Our five decades of expertise and carefully cultivated relationships allow us to provide customized trust and fund solutions to manage assets more efficiently and at a much lower cost. \The retirement plan marketplace is a $17 trillion opportunity, and the high net worth clients and institutional markets are even larger. How can advisors penetrate these massive markets? The answer is by adding Collective Investment Funds and Pooled Trust Funds to their practices. Investment professionals will discover that Collective Investment Funds and Pooled Trust Funds present them with innovative investment vehicles that will save them time and generate new revenue all while saving their clients' money.\\Our clients enjoy:\• Increased new sales\• Expanded assets under management\• Distinct competitive advantage \• Streamlined operations\• Retention of existing clients\\We are actively changing the face of the retirement plan industry and the wealth management marketplaces. The funds we sponsor are available at leading custodians including Charles Schwab, Fidelity, and many other reputable financial institutions. When you partner with us, you will have the peace of mind knowing that you have a partner that has a track record of accuracy and excellence and a reputation of integrity.
Location

9380 Station Street, Lone Tree, Colorado, United States, 80124

Contact Number

(605) 271-5121

No. of Employees

12

Revenue

$1.4M

Social Links

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Keywords

collective investment fund, collective investment trust, common trust fund, pooled fund, and 81100 group trust, finance

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