Taft-Hartley Plans

Robert Harrell Incorporated offers Supervisory Investment Services to Taft-Hartley Plans. When a Taft-Hartley Plan retains RHI, full fiduciary responsibility is accepted for the daily monitoring of the Trust’s total investment portfolio.

Services Include:

  • Identification of Key Plan Considerations such as Future Cash Flow Needs
  • Development of Asset Allocation Policies
  • Acceptance of Discretionary Responsibility
  • Thorough Daily Investment Portfolio Monitoring
  • Management of Investment Managers
  • Investment Policy Design and Review
  • Four-Factor Manager Evaluation System
  • Diversification and Sub-Sector Weighting within Various Asset Classes
  • Evaluation of Domestic, International, and Alternative Investment Management Organizations
  • Investment Manager Selection
  • Master Trustee and Custodian Analysis

Daily monitoring and the acceptance of discretionary responsibility are the key differences between Supervisory Investment Services and a traditional consulting model. RHI’s daily monitoring approach ensures proper oversight of a Trusts investment program and timely, professional, and effective management of the Trusts assets.