Institutional Asset Management

Providing customized solutions to institutions

As institutional money managers since 1982, we have a comprehensive perspective on investment risk and managing assets. We strive to be a valuable resource for clients and assist them in building portfolios that work. 

We understand that institutional investors – including pension funds, foundations, Taft-Hartley plans and public sector entities – face a unique set of demands, concerns and capital constraints. Achieving specific investment goals requires a keen ability to assess multiple situations and execute innovative strategies. We help clients protect existing assets and create value, understanding the benefits, risk and trade-off of investment options.

Our strategic advisory, risk management and investment expertise help clients drive outcomes for the long term. We have deep relationships and expertise to help investors optimize their portfolios.

  • Alternative investments

    With a range of direct and multi-manager investment capabilities, we offer sophisticated strategies to help you build portfolio value over time

  • Traditional investments

    Strategies based on in-depth fundamental research that allows our experienced professionals to identify and exploit opportunities others may miss

  • Advisory

    Fiduciary risk mitigation and management via industry-leading processes that provide our partners with protection, governance, efficiency and value

Benefits of working with Mesirow Financial

Independence aligns interests

An employee-owned firm since 1937, Mesirow Financial remains staunchly independent of a bank or any parent financial institution. We have no higher agendas or product quotas. That allows us to provide advice that is truly objective.

Experience informs our process

We draw on our experience and industry knowledge to provide relevant ideas and insight, and build long-term strategic partnerships with our clients. You benefit from working with the same professionals year after year, who know your organization and its evolving needs.

Effective solutions based on your needs

We listen intently to ensure we understand your organization’s unique requirements and strive to exceed your expectations. Our investment strategies and performance reporting are fully customized to ensure you have the solutions you need to deliver on your obligations.

The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2016, Mesirow Financial Holdings, Inc. All rights reserved. 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. It should not be assumed that any recommendations incorporated herein will be profitable or will equal past performance. Nothing contained herein constitutes an offer to sell or a solicitation of an offer to buy an interest in any Mesirow Financial investment vehicle. Any offer can only be made through the appropriate Offering Memorandum to accredited investors or Qualified Purchasers. Securities offered through Mesirow Financial, Inc. member FINRA and SIPC. Insurance services provided through Mesirow Insurance Services, Inc.
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 2 of the Form ADV. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates.