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FIT Facts Page

The FIT Facts pages were created to provide advisors and clients with a quick snapshot of portfolio performance, asset allocation, risk metrics, and fees and expenses.

FIT Facts sheet

March 31, 2024

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December 31, 2023

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September 30, 2023

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June 30, 2023

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March 31, 2023

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Financial FITness for Life has developed a proprietary methodology for companies to quantify the impact of financial stress on their organization. With reasonable assumptions about stress and its impact on productivity, a company with 500 employees can experience a $3-5 million productivity “cost” per year. If this same company were to implement a Financial FITness for Life program that alleviated stress by just 30%, they could improve productivity by $900,000-$1.5 million annually. Use our Productivity Calculator to estimate the benefits your company can enjoy.

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 Fiduciary Investment Trust 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 is the subadvisor to the trusts. Comerica does not offer consulting on plan structure or investment options.

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.

Advisory services offered through Fiduciary Investment Trusts, LLC, a Registered Investment Adviser. Fiduciary Investment Trusts, LLC: 6201 College Blvd., Suite #150, Overland Park, KS 66211. Fiduciary Investment Trusts, LLC doing business as Financial Fitness For Life. Fiduciary Investment Trust (including Core Series) Funds are organized as collective investment trusts and Comerica Bank & Trust, National Association (“Comerica”) serves as the Funds’ trustee and administrator.

Non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by Comerica Bank or any of its affiliates; and are subject to investment risks, including possible loss of the principal invested. Comerica does not offer consulting on plan structure or investment options. Fiduciary Investment Trusts, LLC and Comerica are not affiliated. Fiduciary Investment Trusts, LLC and Fiduciary Investment Trust (including Core Series) Funds are not affiliated.

Fiduciary Investment Trusts, LLC is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.