Mesirow Financial’s technology products streamline specific aspects of the management process for you, delivering ease of use and effectiveness.
Which technology product is right for me?
Mesirow Financial’s technology products streamline specific aspects of the management process for you, delivering ease of use and effectiveness.
Which technology product is right for me?
Powered by state-of-the-art technology and strengthened by the active oversight of our investment committee, Mesirow SMART Portfolios helps you to make smart decisions that align with your specific financial objectives.
Get StartedIndividual investors seek expert advice and guidance, but often lack the resources to access quality portfolio management. Mesirow SMART Portfolios gives you that access in an easy-to-use, low-cost, online tool. What makes our platform unique is the active input and oversight of our dedicated investment team, which combine forces with state-of-the-art technology to deliver portfolios that are appropriate for you and your unique situation.
• Manage rollover assets • Plan for upcoming expenses • Save for something special • Prepare for the unexpected • Build long-term wealth
• A holistic view of your finances • Access to an investment professional • Low-cost portfolio management • Automatic rebalancing • Tax-loss harvesting* • 24-hour access • A simple and paperless process
Backed by experts, not just algorithms, SMART Portfolios combines the power of technology with the knowledge and expertise of a nine-person investment committee. You gain peace of mind knowing that every investment option has been thoroughly vetted and is consistently monitored.
Sophisticated technology gives you access to your portfolio any time, from any device.
Benefit from the use of Exchange traded funds (ETFs) and tax-loss harvesting* strategies.
Automated rebalancing saves you time and keeps you on track to meet your goals.
Mesirow Financial charges clients a 3 basis point or 0.03% monthly investment advisory fee. At this time, there are no other program fees. Clients must meet the requirements of CS&Co and fund their accounts with a minimum $5,000. Please review this information for more details on fees to utilize the Program.
SMART Portfolios leverages the efficiency of exchange traded funds (ETFs) and the power of sophisticated technology to bring you personalized portfolio management with low fees and no commissions.
Since 1937, Mesirow has built a reputation on trust and integrity. As an SEC-Registered Investment Advisor, we are held to the strictest fiduciary standards designed to ensure your needs come first.
1. Use the link below to get started. When prompted, you will need to input the Advisor Program Key: XNSS.
2. Answer a few questions to determine your risk profile.
3. Review your recommended portfolio.
4. Complete the account opening process, including Advisory Agreement and Funding.
Once you have completed the steps above, and BEFORE your money is invested, Mesirow Financial will review your selected portfolios and recommend adjustments if necessary. Then you are ready to take control of your financial future.
Get started! Advisor Program Key: XNSS
Institutional Intelligent Portfolios™
Have questions or need more information? Contact us at 877.762.7238 or send us a message.
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