Taft-Hartley Plans
Victory's team of experienced Taft-Hartley professionals has the credentials and proven experience to help Trustees meet their fiduciary responsibilities.
Currently, Victory supports 89 union relationships and manages over $1.9 billion* in assets for this client segment. Victory serves Taft-Hartley clients throughout the United States. The goal is to provide clients and their members the personal service and responsiveness of a boutique firm with the strength, stability and resources of a Fortune 500 company.
Victory has administered Taft-Hartley plans since their origination over 40 years ago. Services include a complete a range of investment management products, recordkeeping, custodial and correspondent plans.
Why Hire Victory Capital Management®?
Victory Capital Management manages assets for institutions and individuals. With over a century of investment management experience, Victory offers clients:
- Disciplined, market-tested investment processes
- CIO's for each strategy focusing on generating alpha and minimizing risk
- Quantitative and qualitative research
- Superior, reliable service delivered by Sales and Client Relationship professionals
- A commitment to hold professionals accountable to meet client expectations and reward performance accordingly
- An environment to attract, develop and retain talented professionals
Victory offers investment vehicles that can be used individually or in conjunction with other products and services in order to structure portfolios based on specific objectives. A representative list includes:
- Investment Management
- Custody
- Securities Lending
- Pension Funds
- Member Directed Annuity Plans
- Health and Welfare Trust
- Lock Box Processing
- Cash Management
Capability
Victory develops and maintains state-of-the-art technology to provide clients with the best support services possible, including real-time access to account information. Over $10 million is spent annually to support this infrastructure.
Discipline
Victory is the asset management company of choice for institutional investors who value working with a firm that adheres to a disciplined, repeatable investment process supported and executed by an experienced team of investment professionals with a proven track record for producing superior, risk-adjusted returns.
Loyalty
As a member of the Key financial network, Victory is proud of its commitment to organized labor. Over the past 10 years, the firm spent over $350 million in union contract-fulfillment. Key's headquarters, operations centers and retail offices were built by union workers and the Corporate Real Estate Division ensures all future project bids include union labor.
Relationships Across the Trades
Victory and its team of Taft-Hartley professionals are proud to serve the following:
| Asbestos Workers |
Laborers |
Pipefitters |
| Bakers |
Lathers |
Plumbers |
| Bricklayers |
Loggers |
Police Officers |
| Carpenters |
Longshoremen |
Printers |
| Cement Masons |
Millwrights |
Roofers |
| Electrical Workers |
Motion Picture Workers |
Sheet Metal Workers |
| Firefighters |
News Publications Workers |
Steamfitters |
| Food and Commercial Workers |
Operating Engineers |
Teachers |
| Glaziers |
Painters |
Teamsters |
| Hotel and Restaurant Workers |
Paintmakers |
Transit Workers |
| Iron Workers |
Pile Drivers |
Trowel Trades |
Taft-Hartley Team
For further information, please contact:
Christopher A. Ohmacht, CFA
Senior Managing Director
45 Rockefeller Center
New York, NY 10111
212-903-1203
Christopher_Ohmacht@VictoryConnect.com
Daniel Dy
Managing Director
127 Public Square
Cleveland, Ohio 44114
888-845-6464-Office
716-435-0350-Cell
716-778-5424-Fax
Dan_Dy@VictoryConnect.com
* As of 06/10/10.
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Securities Lending is a KeyBank product.
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