Alta Trust Partners With Folio Institutional To Provide Collective Investment Funds

Feb 21, 2013, 17:41 ET from Folio Investing

Distribute your Folios to Retirement Plans across the country through Collective Investment Funds

LONE TREE, Colo., Feb. 21, 2013 /PRNewswire-USNewswire/ -- Alta Trust Company announces a new relationship with custodian Folio Institutional for investment managers seeking to establish collective investment funds.  

Collective Investment Funds give Registered Investment Advisor (RIA) firms a vehicle to distribute their investment strategies to Qualified Retirement Plans across the country.  In the past Collective Funds have been cost prohibitive to establish, but Alta Trust makes Collective Investment Funds available and affordable to any RIA firm.  With a Collective Investment Fund, Folio Advisors can manage one account for the benefit of an unlimited number of retirement plans.

"We are excited about the relationship with Folio Institutional.  Folio's powerful custody and trading platform combined with Alta Trust's cost effective solution for Collective Investment Funds is sure to help grow assets under management for advisors and improve investment outcomes for retirement plan participants ... a true win win," said Mark Ponder, President & CEO

Greg Vigrass, President of Folio Institutional said, "We continue to see demand from advisors for new and innovative ways to deliver their investment expertise, efficiently and cost-effectively, to a growing base of qualified plans.  This service is another way to expand the possibilities." 

About Alta Trust
Alta Trust is an innovative financial services firm that acts as trustee for Collective Investment Funds that feature unique money managers. Alta Trust works with retirement plan professionals to provide cutting-edge retirement plan products to stay ahead of a challenging global economy. Alta Trust is a South Dakota chartered trust company with offices in Sioux Falls, South Dakota and Lone Tree, Colorado.

For more information visit Alta Trust Company at:

About Folio Institutional
Folio Institutional is a leading custody and portfolio management service, delivering innovative investment solutions to financial professionals and institutions nationwide. Folio Institutional's proprietary trading platform enables financial advisors to manage stocks, ETFs, and mutual funds as integrated investment portfolios ("Folios") that deliver better control, greater transparency, and lower cost. Advisors can create their own Folios, much like creating customized ETFs or mutual funds, and make them available to investors. They can also access over 100 Ready-to-Go Folios representing market indices, sectors, geographical regions, target dates, and more. 

For advisors who are retirement plan specialists, Folio Institutional offers Folio(k), an effective, transparent and low-cost alternative to traditional 401(k) plans.  Folio Institutional also operates the Model Manager Exchange, which allows advisors on the platform to license their portfolio models or strategies to other professionals. 

A unit of FOLIOfn Investments, Inc. (member FINRA/SIPC), Folio Institutional is based in the Washington D.C. suburb of McLean, Va. FOLIOfn Investments, Inc. also includes a retail online brokerage division, Folio Investing.   For more information visit Folio Institutional at:

SOURCE Folio Investing