Alta Trust

The Tactical Advantage Funds

At Alta Trust we believe that investors should actively manage risk in their investment portfolios. The quality of your retirement years can be seriously jeopardized if you make investment and planning mistakes during the accumulation years. Unfortunately, many 401k participants are often prone to make mistakes of judgment and inaction because they have little knowledge of investing.

During the three-year period from 2000 to 2002, the worldwide equity markets declined by $13 trillion¹ and 401k plan participants watched helplessly as their account values tumbled. More recently, participants watched the global credit and banking crisis wipe out their savings once again in a matter of weeks. For the year of 2008 the S&P 500 index fell 37% and international equities (MSCI EAFE) dropped over 43%. ²

World events such as the 9/11 attacks, the Enron scandal, hurricanes and tsunamis, Middle East conflicts, the war on terrorism, global banking crises and the escalation of government debt have shaken the confidence of many 401k plan participants. We believe that today’s economic climate requires investors to be more vigilant than ever before to safeguard personal assets.

Alta Trust Company, as the trustee, has partnered with unique money managers to establish collective investment funds patterned after their distinctive and successful investment strategies. These investments are only found in the Tactical Advantage Funds^TM. Currently, these funds are offered to 401k plans across the U.S.

The Tactical Advantage Funds^TM are monitored by the Investment Review Committee at Alta Trust on a continuous basis with a full review each quarter to make sure they are achieving their investment objective relative to their benchmarks.