With more than 55 years of service to Taft-Hartley funds and generations of commitment to union labor, we are the custodian of choice for Taft-Hartley clients across the U.S.
We understand the unique needs of multi-employer plans and structure our team, products, and services to meet their specific needs:
- Dedicated Taft-Hartley relationship management, administrative, and product development professionals
- Customized custody products, services, and technologies that streamline Taft-Hartley fund activities
- Taft-Hartley specific investment options that keep plans competitive
- Optimal combination of centralized operations and regional Taft-Hartley relationship offices in New York and Michigan
Contact us today to find out how we can help you with the operation and management of your benefit funds with a complete line of custody, investment management, and related services.