With a broad array of high-quality products, Mesirow Financial's Strategic Advisor Solutions makes it simple to offer your clients the investments they need, on a fee-based platform that suits your preference for conducting business. One combined platform offers all products.

Manager Connect
Offer your clients access to professionally managed investment portfolios from top institutional investment managers:

• Separately Managed Accounts – Access to more than 100 managers of equity, fixed income and balanced portfolios
• Multi-Manager Accounts – Strategically bundled separately managed accounts offering multiple strategies within a single custodial account
• Managed Mutual Fund and ETF Accounts – A wide selection of mutual fund and exchange traded fund portfolios that allow you to choose the strategy that is right for your client
• Alternative Investment Solutions – Access to multi-strategy fund-of-fund products, with low correlation to the traditional stock and bond markets, intended exclusively for those clients who are sophisticated investors

To help you find the best possible solution for complex client portfolios, an investment officer is available to provide hands-on guidance with investment manager selection.

FA Connect
You act as financial advisor, choosing the securities to include in your clients' accounts.

These portfolios offer:

• Enhanced model-building capability
• Portfolio drift and rebalancing alerts
• Sophisticated asset allocation tools and model portfolios

Time-Saving Features
Unified proposal generation – Generates an at-a-glance view of client risk profile and displays sophisticated asset allocation proposals in a broad choice of models. Multiple accounts and strategies appear together.

• Asset allocation analysis – Includes comparisons of current and recommended asset allocation, recommendations for individual managers and detailed analyses on recommended portfolios. Use the recommended asset allocation or your own.
• Research tools – Side-by-side comparisons of managers and managed mutual fund portfolios
• Report generator – Customized performance reports that you can email, print and save to your desktop
• Rebalancing alerts – Automatic reminder when its time to rebalance accounts
• Billing assistance – Easily track your fee and determine when payments are due. Fees are deducted from client accounts automatically.