Types of Accounts We Manage:

• Health and Welfare
• Supplemental Unemployment Benefit
• Education and Training
• Retirement Plans
  • Defined Contribution
  • Defined Benefit

XPYRIA Investment Advisors has over 20 years of knowledge working with Taft-Hartley plans. We strive to provide the highest level of service to these plans, understanding the ongoing and vital role these assets play in the lives of each beneficiary. We will work diligently to develop an investment strategy that works with each client's unique circumstances. We are also available to counsel on a number of financial matters such as plan structure, funding issues, providing "what-if" analysis, etc. XPYRIA will work to keep management and labor representatives educated and informed about the investment status of the plan so that they can address questions from interested parties as they arise. As a fiduciary, we take on the burden of investment selection and ongoing suitability, allowing the client to focus their expertise on their business.

In addition, we will:

• perform asset/liability analysis
• perform cash flow analysis
• provide fiduciary investment oversight
• analyze outside investments
• provide counseling on investment matters
• provide actuarial report review (as it relates to aligning investment strategies with demographics and funding status)
• develop, document, and update an investment policy