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.