Rorer Asset Management’s disciplined, low volatility investment approach has produced attractive risk-adjusted returns across many investment cycles, giving us a natural place in managing institutional client funds.

In our research group, the stability, longevity and talent of our personnel have positively impacted our performance results and the delivery of a quality investment product. A broad range of experience across our professionals is what also helps to set Rorer apart from other investment management firms. Our professionals have expertise in areas that include investment consulting, portfolio management and research.

Our institutional management assignments include Large Cap Relative Value Equity, Mid Cap Relative Value Equity, and Balanced management for funds whose purposes include employee/membership retirement benefits, health & welfare, annuity plans, profit sharing and corporate assets.

Our success can also be measured by the quality and tenure of our client relationships. We currently manage investment portfolios for a broad array of institutional clients including Corporations, Endowments, Foundations, Public, Taft-Hartley and Strike Funds, and Health Services Organizations. Our team works closely with consultants, plan administrators, legal counsel and trustees to provide outstanding and personalized attention to our clients.

As evidence of our commitment to invest our client’s assets with the utmost care and attention, a significant portion of the retirement money for all Rorer employees is invested alongside our clients in both Large Cap and Mid Cap portfolios. As such, one of our most notable clients is the Rorer Asset Management Profit Sharing Plan.

To meet our commitment to this highly specialized institutional marketplace, Rorer Asset Management has assembled a team of seasoned professionals to serve the sophisticated needs of our national institutional clients and consultants.

Our mandate is to manage the assets of Taft-Hartley, Union and Public Funds with the utmost degree of care and service in order to assist the plan trustees in providing secure, and high quality retirement benefit funds for union members and their families.

With their unique structure, governance and fiduciary responsibility for multiple investment pools including pension, annuity, health plans and strike funds, Taft-Hartley plans face unique challenges for the future. As we more forward, Rorer continues to pledge its experience, resources, and personnel to helping these investors and plan advisory boards to stay on the forefront of labor issues and investment challenges. Our disciplined risk control measures are an excellent fit for these investment plans. Rorer has the resources and experience necessary to meet the demands placed upon our clients and their consultants by an ever-changing market.

We recognize that Taft-Hartley, Union and Public Fund plans can present considerable administrative and investment challenges ranging from complex plan governance and plan requirements, to proxy voting and social investing restrictions. We continually strive to achieve the highest rating from the AFL-CIO for our proxy voting record and we shall endeavor to continue this high level of performance in the future.