How is CalFIT governed?

Per the Joint Exercise of Powers Agreement, CalFIT is governed by a Board of Trustees comprising eligible CalFIT Participants. The Board oversees all CalFIT affairs and represents the interests of CalFIT Participants.

Who may become a Participant in CalFIT?

CalFIT is open to all public agencies as defined in California Government Code Section 6509.7.

How does my agency become a Participant in CalFIT?

Investing in CalFIT is easy! We recommend reading the CalFIT Information Statement and signing up at our Enrollment Hub. After account approval, CalFIT staff will contact you via email with confirmation that your account has been accepted and opened. Please contact us with any questions you may have via email at calfit@chandlerasset.com, or by telephone at 844-915-5700.

How do I send the funds to CalTRUST for the initial investment?

After completing the steps to open an account, please log into your account at www.calfitfund.com to set up your initial investment. Funds must be wired to CalFIT before 11 a.m. Pacific Time. More detailed information may be found in CalFIT’s Information Statement.

How do I withdraw funds from my account?

You may withdraw funds from your account by initiating a request for a wire or ACH transfer online via the Client Portal. More detailed information may be found in CalFIT’s Information Statement.

Does CalFIT require a minimum maximum or investment amount?

No, there is no maximum or minimum investment requirement.

Does CalFIT have a cap on transactions?

No, there is no limit to the number of transactions a Participant may execute.

Does CalFIT charge for wires or ACHs?

CalFIT does not charge any banking fees to its Participants, though you may incur wiring fees or incoming ACHs. We recommend confirming with your operating bank.

How do I track our investment in CalFIT?

All Participants have 24-hour secure online access to CalFIT account(s) where they may see their positions and download month-end statements.