Investment Advisory

Mesirow Financial Investment Advisory provides investment management and fiduciary services to individuals, families, corporations and non-profit organizations. With over $4 billion in assets under management we have earned a reputation for effectively managing our clients' needs and goals.

Our Value as Your Advisor

  • Independence and Objectivity – We manage portfolios based on our clients' needs, not on firm-mandated strategies. In constructing a portfolio, we evaluate the full scope of investments to uncover those that best reflect your short- and long-term financial needs.
  • Depth and Breadth of Resources – As part of a large, independent financial services firm, we have the resources to address a broad range of your financial needs. We can structure investment planning strategies in the areas of retirement planning, estate planning, savings strategies, education funding, insurance protection and more.
  • Emphasis on Client Communication and Service – Personal attention is fundamental to our client relationships. Regular communication is a priority so that we may continually assess our clients' needs, monitor performance and adapt our strategies accordingly.
  • Fiduciary Duty – As an SEC Registered Investment Advisor, we are bound by an ongoing fiduciary responsibility to act in your best interests at all times. We are accountable for the long-term suitability and appropriateness of each investment included in your portfolio.

 

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. Mesirow Financial does not offer tax advice. Advisory Fees are described in Mesirow Financial Investment Management Inc.'s Part II of the Form ADV. Advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member NYSE, SIPC.

Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2008, Mesirow Financial Holdings, Inc. All rights reserved.