Decades of Union Expertise
We have served labor unions for decades and understand the intricate complexities and unique challenges they face. We'll work with you to thoughtfully manage risk, help close any gaps in your knowledge, and drive you toward more confident decision-making.
Here’s how we help:
Smart Strategies for Reliable Returns
We collaborate with joint benefit plans across various industries, providing a complete range of services dedicated to Taft-Hartley clients.
Keep It Simple, Keep It Effective
Investments don’t have to be complicated to work well. We skip the trends and focus on what truly counts: steady long-term returns, mitigating risks, managing costs, and making decisions that will ultimately benefit your members.
Choosing the Best
Selecting the right managers is a game-changer for success in meeting funding goals and maintaining plan stability. Our independent research allows us to identify those unique traits that help ensure lasting results, allowing us to navigate numerous investment environments successfully.
Stay the Course
Investments don’t have to be complicated to work well. We skip the trends and focus on what truly counts: steady long-term returns, mitigating risks, managing costs, and making decisions that will ultimately benefit your members.
More Than Numbers, More Than Data
Stewardship means staying attentive to every detail – from past outcomes to today's twists and turns that shape the future.
Empowering Your Every Move
Our independent research, disciplined portfolio management approach, and global market insights empower Taft Hartley fiduciaries to be proactive and one step ahead as they navigate changing market conditions.
