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, Michigan, Illinois and California
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.