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Will you be in control of your retirement?

CCA Funds are a paired set of mutual funds that give individuals the ability to dynamically target their mix of risk and return, while staying globally diversified. We believe that individuals are not institutions. Real people lead dynamic lives and they have unique needs. Institutions are static and one-size-fits-all. Yet virtually every mutual fund is built for institutions then re-marketed to individuals as an afterthought.

CCA Core Return Fund Fact Sheet

CCA Aggressive Return Fund Fact Sheet

What do CCA Funds offer?

  • For You

    Online planning tools for you to manage your retirement through our paired funds system.

    Individual retirement account management if you want to automate the process.

  • For Your Business

    Design, implementation and ongoing management of corporate-defined contribution and defined benefit plans at no additional cost.

    Find out more.

Why We Are Different

  • You need a specific solution for your retirement accounts.

    Retirement accounts are different than your other accounts.

    IRAs, 401(k)s and Pension Plans provide important tax savings but lock up investments for a long time. You require a solution that minimizes their shortcomings and maximizes your benefits.

    Our strategy is built for your retirement assets.

  • Being smart about taxes is an important part of achieving your financial goals.

    In our opinion, based on current economic conditions, many taxpayers will see increases in their taxes in the future.

    Fortunately, money in your retirement accounts grows tax-free.

    Contributions to retirement accounts are limited; you want to make the most of these assets.

    We want to help you take advantage of this opportunity.

  • You know your time is valuable.
    Invest it wisely.

    We believe greater risks can be rewarded with higher returns.

    The longer you have until retirement, the more risk you can take - your time until retirement is an asset.

    Our solution tailors your risk/return level based on your circumstances to help you achieve your retirement goals.

  • You need a strategy that’s built for you.

    We built the CCA Funds for you.

    Our team of engineers and financial experts designed this two-fund investment strategy specifically for your retirement accounts.

    The Funds allow you to create a strategy customized to your needs.

    You keep control. You know what your goals are.

    We help you achieve them.

How It Works

  • Investing should be different
    than gambling.

    We believe some investors try to predict the direction of the market and many of them fail.

    We don’t place bets with your retirement money or try to pick winners and losers.

    We believe betting creates unnecessary costs and risks.

  • Civilization is your ultimate investment.

    Our strategy adopts the theory that owning
    the world’s stocks and bonds is a dependable
    long-term investment strategy:

    • Global assets can grow with population
      and productivity
    • Risk is diversified across the world’s companies and governments
    • We believe the world will be always be worth more in the future
  • Get global diversification in just two funds.

    We divide the entire world’s assets into two categories:

    • The Aggressive category – the highest risk/return stocks and bonds
    • The Core category – the world’s stocks and bonds
  • You decide how much risk you
    want to take.

    You are unique: your time to reach your goals
    is different than everyone else's.

    Determining how much risk to take is one of your most important decisions.

    CCA Funds allow you to adjust the proportion of each fund and allows you to meet your changing investment objectives over time.

    However, no matter what, you’re always globally diversified.

  • We hope these will be the last funds you’ll ever want to own.

    We built these funds to meet the challenge of planning for your retirement which may be years away.

    We can’t predict the future but we do think that the world will change.

    The CCA Funds are dynamically constructed. We use our technology to track the evolution of global markets on a daily basis.

    This allows you to always be exposed to the world’s opportunities.

  • Getting started

    Use our calculator below to define your investment profile.

    Select your parameters

    What is the current value of your retirement?

    How much can you save a year?

    0
    50
    Years to retirement
    Conservative
    Aggressive
    What is your risk tolerance?
    %

    Since Inception: CORIX: %

    Since Inception: RSKIX: %

    Target Allocation

    Return summary

    Blended Return

    Since Inception: %

    Fund Allocation:

    CORIX$

    RSKIX$

  • Review your plan

    Project allocation: Your allocations change the closer you get to retirement.

    Years to Retirement

    Years

    Years

    Years

    Years

    Since Inception: CORIX: % RSKIX: %

    Fund Allocation: CORIX: % RSKIX: %

  • Invest your money

    Get Some Help

    Your financial future is too important to solve with a few clicks. Let us help you.
    Your CCA Fund Summary:
    CORIX $
    RSKIX $
    Years to Retirement
    Annual Investment $

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    Do it yourself

    Purchase the funds directly at your existing provider. Click your provider below for instructions. schwab Fidelity
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Allocation calculation is for general use. If you have specific allocation needs, please contact an investment professional. Since inception performance as of December 31, 2014. Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Fund performance current to the most recent month-end may be lower or higher than the performance quoted and can be obtained by calling 800-595-4866. The Fund imposes a 2.0% redemption fee on shares held less than 60 days. Performance data does not reflect the redemption fee, and if reflected, total returns would be reduced. The CCA Aggressive Return Fund has an inception date of December 26th, 2012. The CCA Core Return Fund has an inception date of December 26th, 2012. Per the prospectus, the Funds’ annual operating expense for the Investor Class shares is 1.15% and 0.90% for the Institutional Class shares after the expense limitation cap provided by the Funds' Investment Adviser. The expense limitation cap is in a contractual agreement with the Funds' Board of Trustees in effect through March 31, 2016. The expense cap limitation may or may not be extended.

The CCA Team

We are a team of PhDs, MBAs, Engineers and Financial Professionals who believe that global diversification is the best way to grow and save your money. We are dedicated to combining Modern Portfolio Theory and advanced computing technology to bring the best retirement solution to you.
  • Adam Checchi

    Portfolio Manager

    Adam oversees the management of CCA Funds, coordinating portfolio strategy, trade execution and marketing.

    Read More
  • Sam Pfister

    Portfolio Manager

    Sam develops and maintains proprietary statistical software systems to enable efficient, accurate and customizable portfolio construction.

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