Skip to main content

  •  Tel: (888) 547-6972
  •  Fax: (858) 444-9755

  • Home
  • About 
    • Our Team
    • Helping Our Community
  • News
  • Contact

Preserving

What You’ve Worked Hard to Earn

Helping You

manage the changing face of life

Our Mission

your success is our only mission

  Previous   Next

    You are here

  1. Home
  2. Additional Services
  3. Trust & Taft-Hartley Services

Trust & Taft-Hartley Services

The advisors at Mammini Company have been providing investment and consulting services to Trust Funds and Taft-Hartley Funds for over 20 years. We understand that decisions made by Plan Fiduciaries and Trustees can have a significant impact on the interests of both the Plan Beneficiaries as well as the Plans themselves.

Our advisors fully embrace fiduciary responsibility in their role as investment consultants. They understand that their role as such is to make every attempt to help ensure that clients make successful investments.  This is accomplished by following a very detailed process that centers on their client’s goals, risk tolerance, and investment time frame. This comprehensive process helps to fulfill pertinent fiduciary responsibilities.

Generally, our advisors’ process is as follows:

  • Understand client goals, risk tolerance, and investment time frame
  • Develop an Investment Policy Statement
  • Investment management – both active and passive
  • Investment analysis and reviews
  • Benchmark comparisons and analysis
  • Investment monitoring and reporting
  • Complete fee and expense transparency

Above all, we understand that investments are not most of our clients’ core business. We, therefore, try to keep things simple, so our clients understand exactly how their advisor manages their money. Our advisors ensure that clients understand why they own the holdings in their portfolio and how each helps with their overall portfolio diversification. Our reporting is simple yet elegant, and easy to understand.

We feel that our advisors focus on meeting the needs of our clients through excellent customer service and compliance with this detailed process are the keys to both a successful portfolio as well as a sound working relationship.

Additional Services

  • Second Opinion Service

Book a Meeting

Tell a Friend

Relax

Relax. Let us Worry.
It’s our best advice. At Mammini Company, we value long‐term relationships, not one‐time events. Our advisors listen carefully to our clients, evaluate and organize plans for implementation, and continuously monitor and adjust their strategies to help maximize your optimal outcome. It’s a collaborative approach that helps keep our clients on target to meet their financial goals and responsibilities.

9750 Miramar Road, Suite 300
San Diego, California
92126-4563 United States

  •  Tel: (888) 547-6972
  •  Fax: (858) 444-9755
  •  info@mammini.com

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products, or investment advisory services to anyone who resides outside the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts, and it's Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to our use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.

Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy or applicability to your circumstances. 

Tax, legal, or Social Security claiming advice is not offered through, nor is it supervised by Lincoln Investment or Capital Analysts.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

Mammini Company and the above firms are independent and non-affiliated.

 

© 2022 Mammini Company. All rights reserved.

Website Design For Financial Services Professionals