Mesirow SMART Portfolios®

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.

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Experience the Difference

Individual 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.

SMART Portfolios Help You:

• Manage rollover assets
• Plan for upcoming expenses
• Save for something special
• Prepare for the unexpected
• Build long-term wealth

You Benefit From:

• 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

Your Very Own Investment Committee

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.

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Makes investing easy

Sophisticated technology gives you access to your portfolio any time, from any device.

Tax efficient

Benefit from the use of Exchange traded funds (ETFs) and tax-loss harvesting* strategies.

Saves time

Automated rebalancing saves you time and keeps you on track to meet your goals.

Low Fees. Gold Standard.

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.

Low Cost

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.

Fiduciary Gold Standard

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.

Get Started Today - It's Easy. Simply Follow the Steps Below.

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™

There's an App for That

No matter where you go, you can access your SMART Portfolios account with ease. Simply download the app to your mobile device and, voila, your portfolio is at your fingertips 24/7.
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Contact Us

Have questions or need more information? Contact us at 877.762.7238 or send us a message.

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*Tax Loss Harvesting - Mesirow has elected to make tax loss harvesting available to clients.  Clients are subject to a minimum balance requirement of $50,000 for this feature to be engaged on their taxable accounts. View more information on tax loss harvesting and the program details.
Advisory services offered by Mesirow Financial Investment Management, Inc. (MFIM), an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA and SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A 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., © 2018, Mesirow Financial Holdings, Inc. All rights reserved.
MFIM provides SMART Portfolio™ management services through Schwab Performance Technologies ® (“SPT”) (the “Platform”), an automated online investment management platform used by independent investment advisors. Through the Program, MFIM offers clients a range of investment portfolios. MFIM constructs and manages each portfolio consisting of a portfolio of exchange traded funds (“ETFs”) and a cash allocation. Client portfolios are held in a brokerage account opened by Client at SPT affiliate, Charles Schwab & Co., Inc. (“CS&Co”). CS&Co undertakes all brokerage responsibilities, including but not limited to, transaction execution, settlement of trades, custody of assets, account protection, money transfer and delivery of custodial statements. MFIM is independent of and not owned by, affiliated with or sponsored or supervised by Schwab Performance Technologies ® , Charles Schwab & Co., Inc., Charles Schwab Bank or any of their affiliates (collectively, “Schwab”).