Taft-Hartley

Managing the pension assets of America's hard-working union employees means having an appreciation for their concerns and making a commitment to delivering high quality service and investment expertise. If overall account values lag, the retirement lifestyle of thousands of union employees may be at risk. We work closely with our Taft-Hartley clients and believe that experience in understanding the mission of the various chapters is critical to achieving success for its members.

Taft-Hartley clients represent an important component of Roosevelt's institutional client base. Throughout the years, a number of Taft-Hartley clients across the country have entrusted Roosevelt to help manage their defined benefit plan. Roosevelt's investment expertise in managing pension assets has enabled members to enjoy a more secure financial future and seek the retirement lifestyle they always envisioned.

The following investment strategies may be tailored to meet the defined benefit needs of Taft-Hartley clients:

• All Cap Core Equity
• Large Cap Core Equity
• Small/Mid Cap Core Equity
• Current Income Portfolio (CIP)
• Intermediate Fixed Income
• Core Fixed Income
• Global Enhanced Fixed Income
• Balanced Portfolio

For More Information

For more information on our Taft-Hartley products and services, please contact:

James C. Rogers, CIMA®, Managing Director
Nainesh Shah, CFA, Senior Securities Analyst
Steve Kleiner, CIMA®, Institutional Sales & Marketing Associate

Institutional Relationship Team
Tel:  (646) 452-6733
institutionalrelationshipteam@rooseveltinvestments.com