The McMorgan approach

The following beliefs guide the decisions we make, the work we do, and our relationships with clients.

Everyone at McMorgan shares these beliefs.  They bind us together and form the basis for a strong culture.


A razor-sharp focus is critical to investment success.  In today’s complex environment, it’s impossible to be all things to all people.  That’s why McMorgan works exclusively with Taft-Hartley plans.



Independence and objectivity are a strategic edge.  We believe the best insights come from viewing the world through a clear and impartial lens. We add value for clients by keeping our views authentic.


Strong working relationships lead to the right decisions at the right time.  Trustees face daunting challenges. We understand what you are up against and are able to collaborate on a deep level by listening, asking questions, and providing sound and timely advice.



True partnerships require true commitment.  Actions speak louder than words. So in addition to delivering investment solutions, we play an active role in our clients’ communities by supporting union projects and causes.