McMorgan & Company LLC ("McMorgan") offers a full range of investment management services.

Through its enduring focus on managing multi-employer Taft-Hartley plans, McMorgan has been delivering results to its clients for more than 40 years. Today, McMorgan and its New York Life affiliates* have responsibility for more than 300 Taft-Hartley clients, and over $16 billion in assets, as of March 31, 2010. McMorgan's rich history dates back to its founding in 1969. From the beginning, the firm has centered its business on the Taft-Hartley community. Through its long tenure, McMorgan has built a strong foundation of knowledge about the community and a keen understanding of their investment concerns and needs. For more than 40 years, and with this knowledge in perspective, McMorgan has been helping the trustees of Taft-Hartley plans make decisions about how to best manage the plans—and, thereby, the futures of their members. Importantly, McMorgan’s profound understanding of the Taft-Hartley community has continued to evolve, just as the markets and the issues have become more complicated. Now, more than ever, McMorgan’s expertise and the vast resources it offers, can provide the complete solution for Taft-Hartley clients.

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