Investment Solutions for Our Taft-Hartley Partners

At Manning & Napier, our strong and long-standing relationships in the Taft-Hartley community have played a key role in our success. With over $8 billion in Taft-Hartley assets, a dedicated sales and service team, labor screening investment capabilities, and relationships dating back more than four decades, we are a true partner to our Taft-Hartley clients.

More than 35% of our Taft-Hartley investment accounts have been with us for more than ten years

We currently work with more than 200 Taft-Hartley relationships

Our longest current benefit plan relationship is a Taft-Hartley plan that has been working with us since 1971

Our Investment Strategy

Unique investment strategies, including Global Quality and Disciplined Value, are managed to address risks stemming from volatile and uncertain market environments, including sustained bear markets. Through a variety of vehicles such as separate accounts, private funds, mutual funds, and collective investment trust funds (CITs), we offer our market and economic insight to investors across the globe.

In 2007, we developed the Non-U.S. Equity Labor CIT to find diverse investment opportunities which align with the values of the Taft-Hartley community.

  • Equity Products
  • International Equity
  • Global Equity
  • Quality Equity
  • Disciplined Value
  • Real Estate
  • Fixed Income
    Products
  • Taxable Fixed Income
  • Tax-Exempt Fixed Income
  • Global Fixed Income
  • Multi-Asset
    Class Products
  • Age-Based
  • Risk-Based
  • Income-Focused
  • ETF-Based
  • Alternative
    Strategies
  • Managed Futures
  • Global Fixed Income
  • Futures Alpha
  • U.S. Fixed Income

A Commitment to our Taft-Hartley Clients

As a client of Manning & Napier, you can expect a service staff that knows their marketplace, including those opportunities and challenges unique to organized labor. In addition, we provide concise and timely reporting, annual client seminars, in-depth white papers, and speaking engagements on topics that are of special interest to the Taft-Hartley market.

Thought Leadership
The United States Manufacturing
Renaissance: Weathering the Storm

Posted to Vantage

We first explored the U.S. manufacturing renaissance in 2012, when our perspective was that a resurgence of domestic manufacturing activity would be a silver lining—not a silver bullet—for U.S. economic growth.

Learn More »

The Taft-Hartley Service Team

We offer a broad range of investment solutions designed and managed to satisfy the many demands of the Taft-Hartley community. Whether it is a defined benefit, defined contribution, health & welfare plan, or some combination of the three, our experienced Taft-Hartley Service Team can help build an investment solution that works best for you.

  • Aaron McGreevy, AAMS®

    Director, Taft-Hartley Services

  • Timothy Willis

    Senior Vice President, Taft-Hartley Services

  • Rich Cartier

    Vice President, Taft-Hartley Services

  • Jaime Mears

    Taft-Hartley Services Supervisor

Trades We Service
Asbestos Workers Insulators Plasterers and Cement Masons
Bricklayers Iron Workers Plumbers and Gasfitters
Carpenters Laborers Police Associations
Cement and Concrete Metal Lathers Roofers
Electrical Workers Operating Engineers Sheet Metal Workers
Glaziers and Glassworkers Painters and Tapers Teamsters
Food and Commercial Workers Pipefitters

Unless otherwise noted, all figures are based in USD and are as of 12/31/2014.