We work with jointly administered, collectively bargained benefit plans across industries, providing them with a complete range of services deployed by consultants whose careers are dedicated to serving Taft-Hartley clients. We can provide these services and more, either as your dedicated investment advisor or as a fully Outsourced Chief Investment Officer.
Manager selection is key to achieving funding objectives. Our manager research looks for distinguishing characteristics for long-term success to sift through the universe of investment choices.
Our dedicated research teams help boards find institutional quality investment products and strategies that advance the mission objectives of Taft-Hartley benefit plans and promote the welfare of union workers.
Stewardship requires paying close attention not only to past results but to day-to-day occurrences that could affect future performance.
Through our manager monitoring services, performance measurement discipline, and global capital markets research, Taft-Hartley fiduciaries can stay informed of market movements and trends, investment manager performance, and fund performance to act strategically and proactively.
Our latest whitepapers, viewpoints, and annual outlooks.
The management team is dedicated to outstanding achievement on behalf of the communities, families, and individuals we serve.
Verus consultants offer perspectives born of research and experience, unconstrained by conventional thinking or industry consensus.
The talents of our investment team work together to fulfill the fiduciary duties of a discretionary advisor. The team takes on the multi-faceted responsibilities of program implementation and oversight.
Our business development professionals work to develop relationships across sectors and provide meaningful insight throughout the advisor-exploration process.