EnnisKnupp has 29 years of experience serving institutional investors including Taft-Hartley plans. Some of our first clients were Taft-Hartley funds and they are still clients today. We feel this demonstrates the commitment we have to labor funds but also the level of service and expertise we offer. We currently serve eight plans with $15 billion in aggregate assets.
The services we provide to our Taft-Hartley clients include:
- Investment policy consulting and evaluation
- Investment manager searches
- Performance evaluation
- Strategic planning
