Target Date Funds

Crow Point has collaborated with First National Corporation noted industry expert Peter Weitz to offer a series of target date funds for the 401(k) marketplace.  Our target date funds, based on First National’s industry-leading Chapoquoit allocation strategies, add an element of active management to portfolio allocations and adjust portfolio exposures dynamically during periods of market stress, which we believe makes our target date fund offering somewhat unique in today’s market.

For additional information about the funds, please contact Peter Weitz at 561-843-4678.

For Peter Weitz’s book, The 401(k) Roadmap, click here.

For more information on First National Corporation, click here.

Chapoquoit Aggressive Fact Sheet | Chapoquoit Conservative Fact Sheet |

Alta Trust Company is a South Dakota chartered trust company that acts as trustee of the Fund(s).  Collective Investment Funds are bank maintained trust funds and are not registered with the Securities and Exchange Commission.  The Declaration of Trust describes the procedures for participating in a Fund.  The Declaration of Trust and the Fund’s Employee Benefit Summary should be read in conjunction with this information. Before investing in any Fund, Alta Trust recommends that you consider the Fund’s investment objective, strategies, risks and expenses.  Alta Trust encourages you to consult with your financial, legal and tax advisers prior to investment in any Fund.  This information and the information contained in the Declaration of Trust and Employee benefit summary should not be considered as legal or tax advice.  Potential participants in any Fund may obtain a copy of the Employee Benefit Summary from the plan sponsor or Alta Trust at info@trustalta.com.

Not FDIC Insured                                   May Lose Value                         No Bank Guarantee