TAFT-HARTLEY TRUSTS

INVESTMENT ADVISORY SERVICES FOR 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.

Scott Capital Advisors partners with Taft-Hartley Trusts to provide institutional investment consulting, fiduciary guidance, and disciplined portfolio management designed to help trustees fulfill those responsibilities with confidence.

We serve a variety of Taft-Hartley Trusts, including:

  • Apprenticeship & Training Trusts

  • Health & Welfare Trusts

  • Defined Contribution Retirement Plans

  • Labor-Management Cooperation Committees (LMCCs)

  • Vacation & Holiday Trusts

  • Other Labor  Trusts

MORE THAN INVESTMENT MANAGEMENT

Managing operating funds requires more than selecting investments.

Labor organizations operate under unique governance structures, experience leadership transitions, and balance short-term operational needs with long-term financial stewardship. Financial decisions often involve multiple stakeholders and must support both the organization's current needs and its future stability.

Our role extends beyond portfolio management. We work alongside Business Managers, Presidents, Executive Boards, Secretary-Treasurers, and other labor leaders to help organizations:

  • Develop prudent investment strategies

  • Establish or refine Investment Policy Statements

  • Evaluate liquidity and reserve requirements

  • Strengthen governance and investment oversight

  • Support fiduciary decision-making through ongoing education and guidance

We believe the best financial decisions begin with understanding an organization's mission, financial priorities, and long-term goals—not with selecting investments.

OUR PROCESS

UNDERSTAND

We begin by learning about your trust's objectives, governing documents, funding structure, cash flow needs, participant demographics, and long-term investment goals.

EVALUATE

We review your current investment program, asset allocation, investment managers, fees, Investment Policy Statement, and governance practices to identify opportunities for improvement and confirm that the investment strategy remains aligned with the trust's objectives.

IMPLEMENT

We develop institutional investment strategies designed around your trust's unique needs, balancing long-term growth, risk management, liquidity requirements, and cost efficiency.

PARTNER

Effective fiduciary oversight is an ongoing process.

Through regular trustee meetings, investment reviews, performance reporting, fiduciary education, and market updates, we help trustees remain informed and confident as market conditions, regulations, and trust objectives evolve.

WHY TRUSTEES CHOOSE SCOTT CAPITAL ADVISORS

    • Serving labor organizations and Taft-Hartley trusts is one of our firm's primary areas of focus. We understand the governance structures, fiduciary responsibilities, and investment challenges unique to jointly managed trusts.

    • We apply a disciplined institutional investment process designed to help trustees make prudent, well-documented investment decisions while maintaining appropriate diversification, risk management, and cost efficiency.

    • Our responsibility extends beyond investment recommendations. We work alongside trustees as a long-term advisor, providing education, objective guidance, and institutional perspective to support sound fiduciary decision-making.

    • Our experience working with labor organizations across multiple industries allows us to share governance practices, policy improvements, and institutional insights that help strengthen fiduciary oversight.

    • Our clients work directly with experienced advisors who remain actively involved over time, providing continuity, responsiveness, and trusted guidance as trustee boards and leadership evolve.