Wealth Advisors

Richard Korengold Featured in Lake County Partners newsletter

 

Richard Korengold was recently featured in Lake County Partner's newsletter in the  "Board Member Spotlight" section. Please take a moment to scroll down to the bottom of the newsletter here

 

Mesirow Financial does not warrant the veracity of the website information on the URL links provided. 

Richard Kicks Off the Lake County Partner's "Big Event"

Mesirow Financial was proud to both sponsor and present at the annual Lake County Partners’ Big Event on Friday, May 17. The Big Event is Lake County’s single largest gathering of business and civic leaders focused on building on the innovation and growth of the last 20 years to fuel continued success. More than 560 Lake County business leaders – both from the private and public sectors – attended the event, the highest attendance in the event’s history.

Richard Korengold, Chairman of the Board of Governors for the Lake County Partners, kicked off the event and introduced Melissa Bean, President and CEO for Mesirow Wealth Advisors, who provided an Economic Outlook highlighting important economic trends to monitor when making long-term investment decisions.

 

 

 

,

Impact Management

For years, we have been intrigued, but disappointed, in socially conscious investing.

We believe the problem stems from the methodology, which begins with conventional investment management and then overlays several negative screens on the portfolio to eliminate companies that “do bad things.” We decided to approach investing from an affirmative approach.

We seek to invest and partner with companies that we can be proud of; companies that share the core principles that Norman Mesirow founded his business on over 80 years ago:

  1. Be good to your employees
  2. Treat your customers how you want to be treated
  3. Give back to your community

By investing in companies whose culture meets all three of these principles we expect to earn a substantial return while making the world a better place.

To learn more about our Impact Management investing approach, take a look at these materials and give us a call!

Impact Management Fact Sheet

Quarterly Performance

A Letter About Our Research and Investment Process

Impact Management Research Highlights

Please Welcome Simrin Dhillon

We are pleased to announce that Simrin Dhillon has recently joined our team as a wealth specialist. Simrin will be focused on working with our team to create customized financial plans for individuals and families to help them accumulate, grow, protect and distribute their wealth.

Simrin earned a BBA in finance from the University of Texas at Austin.
We are excited to welcome Simrin to our team. We believe her knowledge, skills and passion for working on behalf of others provides us with a valuable resource for our clients.

Plan Ahead

by Michael Breen, MBA, CFP®

The ABCDs of Medicare

Medicare is a government-sponsored health insurance program that is meant to assist and provide medical coverage for the elderly (and other qualifying individuals). As it covers almost 45 million Americans, this is one of the largest entitlement programs sponsored and managed by the federal government of the United States.

Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, 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., © 2019, Mesirow Financial Holdings, Inc. All rights reserved.