The Investment Strategies team at Mesirow Financial is an independent, third-party consultant that provides robust asset allocation strategies and manager selection to insurance companies, defined contribution providers, broker/dealers and mutual fund companies.
Independent Minds
Our team has extensive hands-on experience in asset allocation strategies, manager profiling, due diligence and fund selection. By working with us, you and your clients have access to 85 years of expertise in the investment industry.

■ Investment Strategies Team

Innovative Solutions
We specialize in creating investment strategies designed to maximize risk and reward trade-offs for your clients. Our team has the ability to add value to our clients' investment platforms in a number of ways. Our core capabilities include:

Risk-Based Asset Allocation Models
Fiduciary Partnership Services
Custom Target Maturity Portfolios
Retirement Income Solutions
Manager Searches and Due Diligence
Alternative Allocation Strategies
Stable Value Product Due Diligence
Our strategies are supported by:
  • Extensive quantitative and qualitative analysis of the investment landscape
  • Innovative methodologies that combine time-tested theory with a cutting-edge approach
  • Proven experience managing portfolios in changing market cycles
Advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, NYSE and SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.'s Part 2 of the Form ADV. 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., C 2012, Mesirow Financial Holdings, Inc. All rights reserved.