Taft-Harley 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 cash flow needs
  • Development of Asset Allocation Policies
  • Acceptance of Discrectionary Responsibility
  • Thorough Daily Investment Porfolio Monitoring
  • Management of Investment Managers
  • Investment policy Design & 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 & 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.

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