• Exclusive access to specialized professionals in diverse areas of investment management
• A disciplined approach and a broad range of investment alternatives that can address multi-tiered and multi-generational goals
• Integrated service that takes into account your whole financial picture. We work closely with all family advisors to ensure the integration of multiple financial strategies
• A fee-based compensation structure that ensures that our parameters for success are aligned with yours

Our Systematic Process

1. We thoroughly examine your current financial needs and goals, including your current tax* situation.



2. We then work with you to determine the optimal asset allocation for your portfolio. This step allows us to help you manage your exposure to investment risk while pursuing your short- and long-term goals.



3. A written Investment Policy Statement to establish specific guidelines and provide you with a blueprint for the path we take to pursue your investment objectives is then created.



4. Finally, investment products that best fit your needs are selected.

Account Protection
All accounts are protected by SIPC and additional account protection coverage.

Mesirow Financial does not offer tax advice.

The information contained herein is for informational purposes only. It does not constitute an offer to sell nor a solicitation of an offer to buy an interest in any Mesirow Financial investment vehicle(s). Any offer can only be made through the appropriate Offering Memorandum which contains important information concerning risk factors and other material aspects of the investment and should be read carefully before an investment decision is made.

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. Mesirow Financial Investment Management, Inc. and its affiliated companies and/or individuals may, from time to time, own, have long or short positions in, or options on, or act as a market maker in, any securities discussed herein and may also perform financial advisory or investment banking services for those companies.

It should not be assumed that any recommendations incorporated herein will be profitable or will equal past performance. Any stated performance results include the reinvestment of dividends and other earnings. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. Investment management services offered by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member NYSE, SIPC.