Taft-Hartley services

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Optimizing plan performance while keeping money readily available is a complex task that requires customized financial solutions and expertise. At BMO Taft-Hartley Services, our commitment to the organized labor community starts with an outstanding combination of services, expertise and financial strength to support your objectives.

Team

Expert guidance

from a team of professionals with more than 275 years of combined Taft-Hartley experience.

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Personal and customized

service models designed to your specific requirements

Portal

State-of-the-art technology

for speed, accuracy and convenience in information delivery

Asset Mgmt

Investment neutrality

offering you the freedom to work with your chosen money managers

Skilled in the craft

To meet your needs, our offerings range from fully customized, holistic solutions to individually provided services. These include:

  • Custody/safekeeping of assets for union funds
  • A service model that incorporates lock box and banking services
  • Securities lending
  • Asset management
  • Commercial banking
  • Treasury management services

Relationships that endure

Our combination of client service, industry expertise and state-of-the-art technology enables us to provide a broad range of custody and trust solutions to Taft-Hartley plans. Your BMO service team consists of:

Account manager

Your primary contact overseeing all aspects of client service.

Trade coordinator

Works with outside investment managers to ensure that each security transaction is monitored closely through settlement date.

Tax analyst

Assigned to assist with appropriate tax issues and reports.

Financial reporting specialist

Works with outside investment managers to ensure that each security transaction is monitored closely through settlement date.

Transition team

A dedicated transition team that will interface directly with the client until the completion of the transition.

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Stay connected

To learn more about BMO Trust & Custody Services or to speak with a member of our team, call or email us: