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Taft-Hartley services
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.
Expert guidance
from a team of professionals with more than 275 years of combined Taft-Hartley experience.
Personal and customized
service models designed to your specific requirements
State-of-the-art technology
for speed, accuracy and convenience in information delivery
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:
Stay connected
To learn more about BMO Trust & Custody Services or to speak with a member of our team, call or email us: