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ORGANIZATIONS

Non-Profits

Organized Labor

University Employees

  

Investment Management and Planning for Organized Labor

We are proud of our relationship with organized labor. Tisch Investment Advisory Incorporated is privileged to manage millions of dollars of Taft-Hartley retirement plan assets, as well as health and welfare, and other trust funds. We can act as either an investment consultant, i.e., advising trustees, developing an investment policy statement, and overseeing investment managers, or we may be engaged to manage assets directly. Our team brings broad experience and is particularly well suited for the plans managed by organized labor. We manage both defined benefit (Corporate Retirement Plans) as well as participant directed 401(k) retirement plans. We also manage the assets of health and welfare trusts, as well as insurance company reserves. We enjoy a close relationship with many different labor organizations, and we would be happy to provide you with a list of references.