Our step-by-step process helps us to create an investment strategy that responds to your specific needs and goals. This consultative process guides us from the initial implementation of your portfolio to the day-to-day management and ongoing monitoring of the investments.
|1.||Understand your needs and goals|
|■ Analyze your current portfolio
■ Develop an understanding of your needs, objectives and time horizon
|2.||Create a written Investment Policy Statement (IPS)|
|■ Document your investment objectives
■ Define your goals for asset growth, liquidity, tax efficiency and more
■ Set asset allocation targets and determine security preferences
|3.||Design a custom portfolio|
|■ Formalize asset allocation strategy
■ Initiate extensive manager and investment selection process
|■ Monitor investments using quantitative and qualitative measures
■ Regularly evaluate portfolio performance in relation to the IPS
* Mesirow Financial does not provide tax or legal advice.