Virtus Investment Partners is committed to addressing a wide range of investor needs by offering a choice of retirement planning solutions.
Our diverse selection of collective investment trusts (CITs) encompasses a wide spectrum of core and specialized investment options across asset classes and market capitalizations.
For more information:
Please call Virtus Retirement Sales Support at 860-263-4815.
SEI Trust Company
Ceredex Large Cap Value Equity CIT
Ceredex Mid-Cap Value Equity CIT
Duff & Phelps Global Listed Infrastructure CIT
Duff & Phelps Global Real Estate Securities CIT
Duff & Phelps U.S. REIT CIT
KAR International Small-Cap CIT
KAR Mid-Cap Core CIT
KAR Small-Cap Core CIT
KAR Small Cap Quality Value CIT
KAR Small Cap Sustainable Growth CIT
KAR Small-Mid Cap Core CIT
KAR Small-Mid Cap Quality Value CIT
NFJ Small-Cap Value CIT
NFJ Dividend Value CIT
SGA Global Growth CIT
SGA International Growth CIT
Virtus Emerging Markets Consumer CIT
Global Trust Company
Stone Harbor Bank Loan CIT
Stone Harbor EM Debt Blended CIT
Stone Harbor EM Local Currency CIT
Stone Harbor EM Debt CIT
Stone Harbor Global Diversified Debt CIT
Stone Harbor High Yield Bond CIT
SEI Trust Company:
Each trust referenced is a trust for the collective investment of assets or participating tax qualified pension and profit sharing plans and related trusts and governmental plans, as more fully described in the respective Declaration of Trust. As bank collective trusts, these CITs are exempt from registration as investment companies. Each trust referenced is managed by SEI Trust Company, the trustee, based on the investment advice of Ceredex Value Advisors LLC, Duff & Phelps Investment Management Co., Kayne Anderson Rudnick Investment Management, LLC, NFJ Investment Group, LLC, or Sustainable Growth Advisers, LP respectively, the investment adviser to the trusts.
Global Trust Company:
This is a bank-sponsored collective investment trust and not a mutual fund. Global Trust Company, a Maine Chartered Non-depository Trust Bank, is the Trustee and maintains and manages the Stone Harbor Collective Investment Trust and Stone Harbor Investment Partners, LLC is the underlying investment manager. The Fund is not FDIC insured or registered as a mutual fund with the Securities and Exchange Commission. Interests in the Trust are offered by the Trustee only to certain qualified employee benefit plans and governmental plans pursuant to a confidential offering memorandum. Neither Stone Harbor Investment Partners, LLC nor the Trustee has any obligation to update this summary. This summary has not been approved by the Securities and Exchange Commission or any other federal or state regulatory agency or foreign securities commission. For further information, qualified plan participants should consult their plan sponsors.
Investing involves risk including loss of principal. There is no guarantee that the goals of a Collective Investment Trust will be met.