Category: Uncategorized

Proxy Voting 0

Proxy Voting

• Receipt and verification of proxies. • Analysis of issues according to client guidelines. • Voting of all proxies according to Department of Labor Guidelines. • Reporting on voting positions. • Record keeping consistent...

What Makes Our Team Superior? 0

What Makes Our Team Superior?

• Excellent historical long-term investment results and dedication to quality customer service. • Combination of investment talents and Taft-Hartley knowledge unmatched in the industry.

Success Through Our Team of People 0

Success Through Our Team of People

• Common sense approach to investing and the ability to challenge conventional opinion through committee process. • Average of 23 years experience per portfolio manager and diverse backgrounds.

The Taft-Hartley Investment Specialists 0

The Taft-Hartley Investment Specialists

• Distinct understanding and full dedication to the Taft-Hartley marketplace. • Partnership of trust based on honesty, integrity and full disclosure. • Ongoing communication through quarterly investment reports showing net-of-fee returns, periodic client meetings...