TRUSTED BY LABOR ORGANIZATIONS NATIONWIDE

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 account types.

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.

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.

24

LABOR ORGANIZATIONS SERVED

250k+

MEMBERS REPRESENTED

20+

STATES INCLUDED

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.

More About Operating Funds

TAFT-HARTLEY TRUSTS

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.

More About Taft-Hartley Trusts

OUR SERVICES

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