Greg Vigrass, president of Folio Institutional

Alta Trust partners with Folio Institutional to provide collective investment funds

Fri, 22/02/2013 - 16:12

Alta Trust Company has teamed up with custodian Folio Institutional to allow investment managers 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 US.

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," says Mark Ponder, president and chief executive of Alta Trust.

Greg Vigrass (pictured), president of Folio Institutional, says: "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."


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