We support our Taft-Hartley clients as a strategic partner by providing discretionary, customized investment solutions designed to meet each plan’s unique needs and investment objectives. It is our asset management practice’s goal to protect the fiscal health of our clients’ plans, so that retirement, annuity and health/welfare assets are available for all beneficiaries when needed. Our goal is to help the Trustees construct a best-in-class investment program to help meet the Funds’ long-term objectives.

Our professionals are accountable to one interest only—that of our clients. We act as a fiduciary and an extension of their staff, delivering a disciplined investment process that provides a transparent look into the costs and management of their plan health, welfare and pension plans.

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