Loomis, Sayles & Company - Founded in 1926, has been serving the investment needs of Taft-Hartley Trust Funds since 1962. Today, we work with close to 200 multi-employer Taft Hartley clients representing more than $8 billion in assets. Head-quartered in Boston, Loomis Sayles works with many Massachusetts- and New England-based Taft Hartley Trust funds. We offer investment solutions across equity, fixed income and alternative strategies. Our actively-managed disciplines combine fundamental research, systematic risk assessment and experienced portfolio management. We act with integrity to create results, and we seek continuous improvement in serving our clients.


Orr Shepherd

VP, Institutional Services

Taft-Hartley Specialist

Loomis, Sayles & Company

1 Financial Center

Boston, MA 02111


Office: (617) 310-3636

Fax: (617) 423-1291

The Massachusetts Coalition of Taft-Hartley Trust Funds, Inc. © [2016]All rights reserved. RMA