Celebrating 50 years

For five decades now, McMorgan & Company has relentlessly pursued its singular mission — to help Taft-Hartley plans secure the financial futures of hard-working union members.  This mission has driven us to remain persistent in searching for and implementing innovative, proven, and relevant investment strategies that are designed to meet the complex challenges of ever-changing global capital market conditions.  This pursuit has remained consistent throughout McMorgan’s history and has been central to the evolution of our company’s organizational structure and investment platform, a collection of both proprietary investment strategies as well as those managed by best-in-class, carefully vetted providers.

Then + now

A lot has changed in the past 50 years — and McMorgan & Company has evolved at every turn:

Investment Platform
 
Professionals

1969
 
2019
 
1969
 
2019

3

Total Platform Strategies

 

20+

Total Platform Strategies

 

10

Employees

 

27

Employees

0

Alternative Strategies

 

3

Alternative Strategies

 

3

Equity Partners

 

11

Equity Partners

McMorgan Milestones

A review of major events that helped to shape McMorgan & Company: