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Go Team

We BELIEVE that raising assets is the reward but making a difference in multiemployer pensions is the goal.

We HELP identify gaps in your marketing and client delivery services to amplify multiemployer pension client development.

We PROVIDE education on the investment sales process, so your team becomes a trusted partner to multiemployer pension plan trustees and the investment consultant. 

We UNDERSTAND the nuances of Taft-Hartley sales and communicate with the pension plan investment consultants, reducing time and sparing internal resources.


We ARE multiemployer pension fund advocates.

Our Services


Our team has a wealth of expertise in business development, entertainment production, client relationship management, strategic partnerships, and years of experience in the financial industry.



We help identify investment strategies and specific investment managers that can benefit multiemployer pension plans.

Online Meeting


We educate investment managers on the Taft-Hartley asset-gathering process, allowing your C-Suite to make confident and strategic internal business decisions based on the viability of this segment launch.

Shaking Hands


We help develop a cohesive plan to effectively and efficiently serve our investment manager partners and their multiemployer pension fund clients.


Traci Dority-Shanklin

CEO & Multiemployer Strategy Consultant

Traci Dority-Shanklin is an investment fund strategist, specializing in bringing innovative concepts and products to institutional investment managers and benefit funds. Her career spans three decades, beginning with a Washington, D.C., political affairs and public relations firm working with labor unions, to most recently serving as Managing Director with national and global investment firms. She specializes in identifying enhanced products and services that positively impact the changing environment faced by the institutional benefit plan marketplace and their underlying participants by focusing on educating key decision-makers on relevant products and services. In her prior sales and client service roles with investment management firms, she contributed significantly to the growth of those firms, receiving several sales awards. 


Traci currently hosts two podcasts in which she engages in insightful conversations with investment consultants, union leaders, pension fund trustees, administrators, leading pension fund professionals and financial planning advocates. When she's not bringing high-quality products, services, and information to the multiemployer community, Traci enjoys bringing sensible budgeting tips to people of all income levels. She lives in Charlotte, N.C., with her husband, two daughters, three dogs, and the cutest cat ever. Traci received her B.S. degree from James Madison University and holds Series 7 and Series 66 licenses.  

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"A union lady for life because I grew up in the movement. My ability to develop and nurture relationships has been the key to driving my success throughout my 28-year career in the investment business, and I have found my client segment to be the most loyal. I am a strategic thinker that will always keep your goals first."
~ Traci

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