Turner Investment Partners has offered investment services to Taft-Hartley plans since the founding of the firm in 1990. In fact, many of our first clients were Taft-Hartley plans, and many remain clients today. The 16 years they have spent with us is evidence of our commitment and support of jointly trusteed benefit plans.
We currently serve over 20 jointly trusteed benefit plans with combined assets under management exceeding $1 billion. Current client plans include national, regional, state and local funds in such industries as construction, electronics, hotel and restaurant, iron and steel, plumbing, and printing and publishing.
We take the role of managing assets very seriously. We manage assets according to trustee guidelines and objectives and do not stray from our mandate. We will not purchase securities that are on the AFL-CIO boycott list. In addition, Turner's proxy voting policy is compliant with AFL-CIO guidelines.
Please contact us to learn more about Turner Investment Partners and the products and services we offer to the Taft-Hartley marketplace.