TRUSTED BY LABOR ORGANIZATIONS NATIONWIDE
Labor organizations face unique financial responsibilities. From managing operating reserves to overseeing employee benefit plans, today’s labor leaders are responsible for protecting assets that support both their organizations and their members.
Scott Capital Advisors currently works with over 20 different labor organizations across the United States, ranging from small groups of 50 members to large organizations representing over 50,000 members – overseeing more than 200 different accounts.
Because labor organizations are one of our firm’s primary areas of focus, we understand the financial, governance, and fiduciary challenges unique to these organizations. We work alongside leadership and trustees to develop prudent investment strategies, strengthen oversight, and support informed financial decision-making.
Scott Capital Advisors partners with labor organizations throughout the public and private sectors, providing institutional investment management, fiduciary guidance, and governance support tailored to the needs of organized labor.
Our clients include:
Local Unions
District Councils
International Unions
Training Trusts
Apprenticeship Programs
Health & Welfare Trusts
Defined Contribution Plans
OPERATING FUNDS
Operating funds are the financial foundation of every labor organization. They provide the resources needed to support daily operations, navigate unexpected challenges, and invest in the future of the organization and its members.
LABOR TRUSTS & BENEFIT PLANS
Trustees of Taft-Hartley benefit plans have significant fiduciary responsibilities. Every investment decision must be made solely in the best interests of plan participants while balancing long-term investment objectives, liquidity needs, and prudent risk management.