Taft-Hartley Fund Services  

Since our inception in 1992, Asset Strategies has served labor management plans. Other firms may do occasional Taft-Hartley work, but we truly understand how to design long-term investment strategies that provide secure funding of future benefits. We provide these strategies with the strongest risk-adjusted returns available using cost-savings ideas from the entire investment spectrum.

Our expertise:
Defined Benefit Plans
Defined Contribution Plans
Health and Welfare Plans
Annuity Plans
Insurance Trusts
401(k) Plans
Vacation Funds

Investment Consulting Services:
Asset Allocation Modeling
Spending Policy Assessment and Modeling
Development of Investment Policy, Procedures and Objectives
Investment Manager Selection and Due Diligence
Manager Structure and Role Analysis
Securities Lending and Commission Recapture Programs Analysis
Manager Transition and Re-Balancing Services
Liquidity Analysis and Cash Management
Master Trust and Custodial Bank Selection and Due Diligence
Performance Measurement and Evaluation (Monthly, Quarterly, and Historical Review)
Fund Efficiency Assessment
Fiduciary Education
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Asset Strategies Portfolio Services, Inc. 2635 Lapeer Road, Auburn Hills, Michigan 48326, Phone: (248) 373-9900