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.
We recognize the need for institutions to offer investments that individuals feel comfortable choosing and financial representatives have faith in recommending to their clients. 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 Engagements
- Alternative Allocation Strategies
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
The information provided herein is for informational purposes only and should not be construed as a recommendation to purchase or sell any particular security or investment vehicle(s) offered by Mesirow Financial Investment Management, Inc. (MFIM) or affiliates of MFIM. The information contained herein has been obtained from 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 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 or investment strategies discussed herein and may also perform financial advisory or investment banking services for those companies or in regard to those strategies. Further, Mesirow Financial may receive fees for selling or advising on the purchase or sale of products mentioned herein. Additionally, Mesirow Fiancial may also receive fees paid by manufacturers or distributors of said products in connection to other professional services provided by the applicable Mesirow Financial affiliate. The sale or advice provided is in no way related or contingent upon the payment received for these other services. It should not be assumed that any recommendations incorporated herein will be profitable or will equal past performance. Mesirow Financial does not provide legal or tax advice. Model performance information and results do not reflect actual trading and the results may not reflect the impact that material economic and market factors may have had on MFIM's decision-making if MFIM were actually managing client's money. Any securities contained or investment strategies used in the model performance results provided herein do not relate or only partially relate to the advisory services currently offered by MFIM. MFIM's clients may have had results materially different from the results provided. Investment advisory services provided through Mesirow Financial Investment Management, Inc., a SEC-registered investment advisor. Mesirow Finacial 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.
