Taft-Hartley

We have worked closely with multi-employer plan sponsors since the firm was founded. This group continues to represent a substantial portion of our client base and is extremely important to us. The unique, jointly trusteed nature of these funds, combined with contributions being determined through periodic negotiations creates special considerations when considering the asset allocation and investment structure. As a rule, Taft-Hartley funds have had a tendency to be more conservative than other types of funds, yet have just as strong a need for superior investment results.

Due to the depth of the performance database we utilize, we are also able to evaluate the relative performance of our Taft-Hatley clients against a peer group of similar type funds. This provides meaningful comparisons to evaluate the relative performance of the overall investment results.