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Alta Trust
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WealthPath Collective Investment Trust

Fact Sheets
  • WealthPath Smart Risk Aggressive Class 1
  • WealthPath Smart Risk Aggressive Class 2
  • WealthPath Smart Risk Growth Class 1
  • WealthPath Smart Risk Growth Class 2
  • WealthPath Smart Risk Balanced Class 1
  • WealthPath Smart Risk Balanced Class 2
  • WealthPath Smart Risk Moderate Class 1
  • WealthPath Smart Risk Moderate Class 2
  • WealthPath Smart Risk Conservative Class 1
  • WealthPath Smart Risk Conservative Class 2
Other Trust Documents
  • WealthPath Smart Risk Funds Brochure
  • Investor Disclosure
  • Declaration of Trust

COMPANY

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SERVICES

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ALTA TRUST CLIENTS

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ALTA TRUST COMPANY | 9380 STATION STREET, SUITE 450 | LONE TREE, CO 80124, UNITED STATES

101 SOUTH MAIN AVENUE, SUITE 310 | SIOUX FALLS, SD 57104

303.996.3781.  | INFO@TRUSTALTA.COM

© ALTA TRUST. ALL RIGHTS RESERVED.

  • About Us
  • Personal Trusts
  • Private Funds
  • Collective Investment Trusts
  • SCHEDULE A CONSULTATION
Fund Financials

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Fund Statement

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Fund Admin: Fund Valuations

Fund Admin: Lexis Nexis

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Fund Admin: Investor Portal

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Fund Admin: Investor Statement

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Fund Admin: Capital Call

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CIT Plan Investors: Agreements

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Fund Custody: Account Statement

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Fund Admin: Valuations

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