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