This information is only for the use of investors in the Fiduciary Investment Trust collective investment trusts. This is not an offer to sell or buy any investment product.
The FIT portfolios are maintained as “collective trusts”. A collective trust is a bank-administered trust that holds assets and meets specific criteria within regulations published by the federal Office of the Comptroller of the Currency (OCC). Comerica Bank & Trust, N.A. “Comerica” is the sponsor and trustee of the FIT Risk Based Collective Trusts. Prime Capital Investment Advisors doing business as Qualified Plan Advisors “QPA” is the subadvisor to the trusts. Comerica does not offer consulting on plan structure or investment options. All plan consulting under the FIT Fiduciary Investment Trust program is offered by QPA.
A collective trust is only available to investors in qualified retirement plans such as 401(k)s. A collective trust is not available to investors in health and welfare plans, IRAs, 403(b) plans or the general public.
Please see the “Performance Disclosures” section for more information.