Taft-Hartley Plans Foundations & Endowments, based in Peters Twp, PA, is a renowned investment firm with a focus on shaping custom portfolios through in-house quantitative research and rigorous risk control. Led by a team of seasoned professionals with an average of 20 years of experience, the firm prioritizes transparency, consistency, and client satisfaction, boasting a track record of over 30 years in the industry.
Founded in 1990 by Chief Investment Officer Geoffrey Gerber, the firm's unique investment approach is driven by methodologies developed by the founding team at TWIN, emphasizing institutional quantitative investment management. With a commitment to excellence and innovation, the team at Taft-Hartley Plans Foundations & Endowments continues to deliver tailored investment strategies backed by a wealth of expertise and a dedication to putting clients first.
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