
We have the flexibility to structure the optimal portfolio for the individual investor.
Investors ■ Institutional ■ Taft - Hartley Plans
Cooke & Bieler has been managing separate accounts for institutional clients since the 1960s. Since the 1970s, institutions have represented over two-thirds of the firm’s business.
The firm has about 100 institutional clients divided into four broad groups:
- Corporate Pension Plans
- Endowments/Foundations
- Taft-Hartley Plans
- Public Funds
Taft-Hartley Plans have been an important segment of the Cooke & Bieler client list for over 30 years. We currently have about 14 Taft-Hartley clients. Some of these clients have been investing with Cooke & Bieler for over 30 years, and we understand the special needs of this client base.