Skip to content
ELEVATE
ADVISOR
PLATFORM

Elevate Your Funds to the Top of Every Advisor’s List

This is your chance to secure a position at the center of a powerful new advisor ecosystem—one designed to spotlight best-in-class investment solutions, advanced planning capabilities, and top-tier industry partners.

As a sponsor, your firm is elevated to the top of the shortlist of funds, backed by built-in visibility across education, events, model portfolios, and curated product menus.

Act Now to Secure Your Position at the Top

  • Establish best-in-class CITs and Common Trust Funds at no setup cost—a fast, efficient way to expand distribution.

  • Maximize the impact of your sponsorship dollars—driving direct fund access, top-of-mind awareness, and advisor engagement across multiple touchpoints.

  • Shape the platform from day one—claim inaugural-year exclusivity and secure premium placement before tiers fill up.
  • Limited sponsorships available—ensuring meaningful visibility and minimal competition.

REGISTER TODAY for the Informational Webinar

Tuesday, December 16th at 1pm ET / 12pm CT / 11am MT / 10am PT

Learn how your firm can secure one of the limited sponsorship slots and gain priority access to advisors actively seeking differentiated, institutional-quality solutions.
Email Aaron Anderson at anderson@trustalta.com with any questions.

⚠️ Space is extremely limited.

Priority consideration will be given to early registrants.

Tuesday, December 16th at 1pm ET / 12pm CT / 11am MT / 10am PT

What Sponsorships Includes

Sponsorship in the Alta Trust Advisor Program unlocks a suite of high-value benefits designed to elevate your visibility, expand distribution, and position your firm at the forefront of advisor decision-making.

  • The opportunity to establish CITs and Common Trust Funds at no setup cost

  • Inclusion in the Fund Select List with premier positioning in model portfolios

  • Webinar sponsorship and participation, reaching both advisor and C-suite audiences

  • Premier sponsorship of annual and regional advisor events, including speaking opportunities and premium branding

  • Enhanced visibility across program marketing, including email, social, and advisor-facing platforms

  • Access to advisor contact lists for ongoing engagement

  • Discounted program costs for advisors you refer

 

Register Now 

Learn how your firm can secure one of the limited sponsorship slots and gain priority access to advisors actively seeking differentiated, institutional-quality solutions.

 

Tuesday, December 16th at 1pm ET / 12pm CT / 11am MT / 10am PT