Mesirow Financial Launches Innovative SMART Portfolios™
CHICAGO, IL, February 14, 2017 – Mesirow Financial’s Retirement Planning and Advisory team has launched Mesirow SMART Portfolios, an easy-to-use online tool that provides access to professional, institutional-quality portfolio management through a secure and low-cost investment product. SMART Portfolios is aimed at individuals who seek expert advice and guidance when managing retirement rollover dollars, supplemental savings, and other ancillary investments, but often lack the resources to access quality portfolio management.
SMART Portfolios leverages the efficiency of exchange traded funds (ETFs) with the power of sophisticated technology to provide personalized portfolio management with low fees (3 basis points or 0.03% per month) and no commissions.
What makes this platform unique is the active input and oversight of Mesirow Financial's Retirement Planning and Advisory Investment Committee, which consists of senior professionals from across the firm. The committee utilizes our significant institutional experience across equity, fixed income and alternative investment asset classes to deliver an automated investment product that is powered by state-of-the-art technology. SMART Portfolios merges decades of intellectual capital with modern technology to deliver portfolios that are designed to meet specific individual investment goals and objectives.
“The Retirement Planning and Advisory team is thrilled for what this new investment vehicle can offer our clients,” said Kristie Paskvan, CFO and COO. “With a minimum investment threshold of $5,000, SMART Portfolios provides an accessible, inexpensive and convenient approach to personal investing, while still maintaining the professional investment insight that so many individuals have been pursuing,” continued Paskvan.
This new SMART Portfolios investment technology complements and leverages the retirement services we have been providing clients through our premium Wealth Advisors business for 80 years.
Additional information regarding Mesirow SMART Portfolios is available online here.
About Mesirow Financial
Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions that deliver measurable results. Authentic communication, consistent accessibility and an unwavering commitment to achieve define the Mesirow approach. Visit mesirowfinancial.com.