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Are your pension funds invested in a manner that is
TRUETM to your values
and beliefs?
 MFA
Advisors, LLC manages assets using the TRade Union Equity
(TRUETM) investment
philosophy and strategy. Those assets managed using
the TRUETM philosophy
are professionally managed equity investments that attempt
to achieve competitive performance without compromising
the clients’ values and beliefs. Through TRUETM,
LMFA Advisors, LLC adheres to an investment strategy
that supports working families and their communities
and is aligned with their values.
The TRUETM investment
process is premised on the beliefs that:
- A Company’s Most Productive Assets are its
People;
- Employees, that are fairly Compensated and are
provided a Safe, Collaborative Working Environment,
achieve Exceptional Results; and
- Companies, that maintain a Pro-Worker posture, produce
Superior Investment Returns and achieve Higher Long-term
Growth Rates than their peers.
LMFA Advisors, LLC is able to offer both Large Cap
and Small Cap products through Separate Account vehicles
using the TRUETM philosophy.
LMFA Advisors, LLC:
- Have Adopted the AFL-CIO’s 2003 Proxy Voting
Guidelines;
- Will nominate and Support Independent Directors
that possess a long-term view and recognize the Value
of Workers to the Company;
- Will support reasonable executive “Pay for
Performance” packages that effectively Align
the Interest of Company Management with Shareholders;
- Will support proposals encouraging “High-Performance”
workplace practices such as employee training, collaborative
decision making, and employment security.
LMFA Advisors, LLC (LMFA) uses EQYTY Research and
Management, Ltd. (EQYTY) as the sub-advisor. EQYTY has
extensive experience managing equity portfolios and
mutual funds. LMFA and EQYTY have created model portfolios
for both the Large and Small Cap products that were
based on EQYTY’s live research back to 1999.
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The LMFA Team
