Mark Ponder

Background

About Mark Ponder

Alta Trust is a family owned trust company that provides professional fund creation, administration, compliance and fiduciary services to investment professionals across the United States. We specialize in creating and administering Collective Investment Trusts which are used in retirement plans and Private Trust Funds for high net worth clients. Alta Trust is one of the few providers in the US that is dedicated exclusively to creating these trust funds. Our five decades of expertise, our technology advantage and our numerous relationships allow us to provide customized trust and fund solutions to manage assets more efficiently and at a much lower cost. The qualified plan marketplace is a $17 trillion opportunity, and the high net worth and institutional markets are even larger. How can advisors penetrate these massive markets? The answer is by adding Collective Investment Funds and Private Trust Funds to their practices. Investment professionals will discover that Collective Investment Funds and Private Trust Funds present them with innovative investment vehicles that will help them in taking advantage of new markets while adding important new revenues sources. Our clients enjoy: • Increased new sales • Expanded assets under management • Competitive and personalized branding • Streamlined operations • Retention of existing clients We are actively changing the face of the retirement plan industry and the wealth management marketplace. The funds we sponsor are available at leading custodians including Charles Schwab, Fidelity and many other reputable financial institutions. When you partner with us, you will have the peace of mind of knowing that you have a partner that has a track record of excellence, accuracy and a reputation for integrity. If you are interested in a better way to gather assets, retain clients and expand your business vision, we invite you to talk with Mark at 303-996-3781.