In a highly regulated industry where assets are at the mercy of the market, new solutions to the changing demographics to protect against loss fluctuations are in high demand. MVP, in conjunction with Swan Global and Gordon Asset Management, have developed Collective Investment Trusts (CITs) to produce consistent returns while limiting losses. At the same time, CITs help keep participants invested and on track, address the changing definition of Fiduciary, and could potentially lower the “all-in” costs of your retirement plan.
Watch Kelly Musico explain the CITs concepts with Jamie Atkinson and Joe Gordon here. To find out how your plan may benefit from including CITs, give us a call.