Balanced

Our Balanced Value Portfolio consolidates our equity and fixed income strategies into a single portfolio suited to meet each client's risk profile.

• Equity exposure is based on expected equity returns and the target risk level for the entire portfolio. The goal is to maintain below-average equity exposure during periods of high market valuations and above-average equity exposure when market valuations are below their long-term averages.
• The Fixed Income portion is managed to minimize risk rather than maximize return.

The information contained herein should not be construed as a recommendation to purchase or sell any particular security or investment vehicle offered by Mesirow Financial. The information included has been obtained form sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. Any opinions expressed are subject to change without notice. A complete list of composites can be made available upon request. Information is provided in U.S. dollar denominations. Investment management services offered by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor.