Taft-Hartley Plans
- Identification of Key Plan Considerations such as cash flow needs
- Development of Asset Allocation Policies
- 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