Our personalized client service model features a high level of two-way communication with portfolio managers and timely customized reports.
Direct Communication with Portfolio Managers
Portfolio managers are at the center of the client relationship. We offer you direct access to the decision-makers managing your portfolio, including regular face-to-face meetings.
Professional, easy-to-read reports provide the detailed information you need to gauge your investment performance:
- Portfolio composition
- Recent and historical performance (relative to both the benchmark and stated objectives)
- Transactions
- Portfolio characteristics
- Portfolio inventory
- Economic outlook
- Fixed income market outlook
- Themes on the Economy publication from Mesirow Financial Chief Economist Diane Swonk
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.
Founded in 1937, Mesirow Financial is a diversified financial services firm headquartered in Chicago. We are an employee-owned, private company with approximately 1,200 employees globally.
Mesirow Financial understands, anticipates
and meets the financial needs of its clients – institutions, public sector entities, corporations and individuals – with a multitude of
high-quality products and services.
Chicago, IL 60654 (Map & Directions)
Phone: +1 312.595.6000
Toll Free: +1 800.453.0600
