Institutional Investors

Free Portfolio Monitoring Service

Portfolio Monitoring and Asset Recovery Program

Portfolio Monitoring Benefits

Why You Require Our Services

Oversight of Claims Administration

Helping You Fulfill Your Fiduciary Responsibilities With Our Free Portfolio Monitoring Service

As fiduciaries, pension and welfare fund trustees have been entrusted – and are required by law – to protect and maximize fund assets. Each year, corporate fraud and malfeasance deplete union members' hard-earned dollars. Let us help you fulfill your fiduciary duties and put money back into the hands of your hard-working members.