Types of Accounts We Manage:

• General
• Supplemental
• Education and Training
• Building
• Fraternal
• Strike
• Other

With general economic conditions making negotiated benefit enhancements difficult to say the least, and with interest rates (money market and CDs) at all time lows, the prudent management of operating and benefit accounts is more important than ever.

By looking at both short-term needs and long-term objectives, we will create a plan that effectively promotes success while minimizing risk (safety of principal must always be first). We provide expert investment guidance to our clients and actively participate in meetings to provide counsel and help educate the leadership (and rank and file if appropriate) about the financial situation of the union and the areas that may help improve its circumstance.

In addition, we will:

• perform cash flow analysis
• provide planning & analysis
• provide fiduciary investment oversight
• analyze outside investments
• provide counseling on investment matters
• provide actuarial report review (as it relates to aligning investment strategies with demographics and funding status)
• develop, document, and update an investment policy