As stewards of our clients' life savings, we understand the magnitude of our responsibility and the implications of our investment decisions. That's why we manage investment portfolios to reflect each client's unique needs and goals.
We focus on process, not product. Each client relationship begins with the development of a written Investment Policy Statement (IPS), which defines your investment objectives and establishes guidelines for our investment decisions.The Investment Policy Statement guides your relationship with your advisor and documents important factors for your portfolio, including:
- Asset growth goals
- Liquidity needs
- Tax efficiency considerations*
- Risk tolerance
- Investment preferences
Whether your goals include leaving a legacy for your family, funding the education of children/grandchildren or retiring by a certain age, the IPS allows us to effectively manage your assets and bring you closer to your goals.
*Mesirow Financial does not provide tax or legal advice.