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The Taft-Hartley market has been very important to Morley throughout our firm's history. The Taft-Hartley Fund was created in 1990 and is available to all Taft-Hartley pension and annuity plans nationwide.

The Fund's objective is to provide clients with a consistent, positive rate of return, while preserving capital and avoiding market risk volatility.

Its returns have been competitive with intermediate bond fund indices over time without the inherent volatility. With this powerful combination, the Fund, used as a component in the asset allocation mix, may serve to significantly reduce overall portfolio risk.