Taft-Hartley Trusts

A tradition of advising multi-employer plans

We have been working hand in hand with unions and other labor-management organizations for three decades to improve funding ratios, reduce costs, navigate shifting DOL regulations, and strengthen the governance of retirement, health & welfare, and training and apprenticeship programs.

A disciplined approach focused on consistent returns

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.

Investment programs need not be complex to be effective. We avoid fashionable solutions to focus on what matters most – consistent long-term returns, risk control, lower costs, alignment with needs, and investment objectives.

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.

We follow the data until it leads to insight, and turn insight into ideas that benefit our clients.

Our latest whitepapers, viewpoints, and annual outlooks.

Our People

Leadership team

The management team is dedicated to outstanding achievement on behalf of the communities, families, and individuals we serve.

Consulting team

Verus consultants offer perspectives born of research and experience, unconstrained by conventional thinking or industry consensus.

Investment Team

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.

Business Development Team

Our business development professionals work to develop relationships across sectors and provide meaningful insight throughout the advisor-exploration process.