TRUSTED BY LABOR ORGANIZATIONS NATIONWIDE
Scott Capital Advisors currently works with 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 types of accounts.
We offer specialized expertise in partnering with Labor Organizations to help secure and enhance the overall financial health of their organization by understanding the unique structure, fiduciary responsibilities, cash flow needs, and long-term objectives specific to unions and their members. Our approach emphasizes prudent investment management, transparency, education, and customized strategies designed to support both current operational needs and future financial stability.
Our goal is to empower each Labor Organization to achieve unparalleled financial strength, thereby amplifying their capacity to support their members more effectively.
ORGANIZATIONS SERVED
MEMBERS INCLUDED
200 +
ACCOUNT TYPES
50K +
20
OPERATING FUNDS
We specialize in the investment management of Operating Funds across Labor Organizations in both the private and public sectors.
Our expertise encompasses a wide range of fund types, including General Funds, Reserve Funds, Market Recovery Funds, Convention Funds, Legal Funds, and Building Funds.
These funds are critical to the financial health and operational readiness of Labor Organizations.
TRAINING TRUSTS
We recognize the vital role that Training Trusts play in supporting workforce development and advancing the long-term success of Labor Organizations and their contributing employers.
Our expertise helps both union and employer trustees navigate the complexities of managing trust assets while adhering to Taft-Hartley regulations and ERISA requirements. As a fiduciary investment advisor, we are committed to acting solely in the best interests of the Trust and its participants, providing prudent investment guidance, ongoing oversight, and objective recommendations.
Our goal is to help trustees fulfill their fiduciary responsibilities with confidence, clarity, and a focus on the Trust’s long-term objectives.
HEALTH AND WELFARE TRUSTS
We understand the critical role that Health and Welfare Trusts play in providing valuable healthcare, disability, life insurance, and other benefits to participants and their families.
Our expertise helps both union and employer trustees navigate the complexities of managing trust assets while complying with Taft-Hartley regulations, ERISA requirements, and the Trust’s long-term funding objectives. As a fiduciary investment advisor, we are committed to acting solely in the best interests of the Trust and its beneficiaries, providing prudent investment guidance, ongoing oversight, and objective recommendations.
Our goal is to help trustees fulfill their fiduciary responsibilities with confidence and clarity while supporting the Trust’s ability to meet current and future benefit obligations.
READY TO WORK TOGETHER?
Our team can’t wait to welcome you to our office.