Taft-Hartley Trusts

  • Assets under management: $595 million
  • Total client relationships: 10
  • Portfolio minimum: $3 million
  • Average account size: $59 million
    (updated quarterly – as of 03/31/14)
  • Ferguson Wellman has experience in managing a wide range of Taft-Hartley trusts throughout the United States
  • With varying needs and investment horizons, these plans typically use a carefully chosen blend of our investment strategies
  • Many of our Taft-Hartley clients have grown with Ferguson Wellman for 15 years or more
  • Our investment professionals serve all levels, from trustees to management and labor
  • In addition to participating in trustee meetings, we make ourselves available to union workers who may have specific questions regarding their investments

Please visit our Institutional Management and Investment Strategies sections for more information on how we serve our clients.