The Investment Strategies team at Mesirow Financial provides robust asset allocation strategies and fund selection for insurance companies, mutual fund complexes, broker/dealers and 401(k) plan sponsors.
We recognize the need for institutions to offer investments that individuals feel comfortable choosing and financial representatives have faith in recommending to their clients. We specialize in creating investment strategies designed to maximize risk and reward trade-offs for your clients.
Our strategies are supported by:
- Extensive quantitative and qualitative analysis of the investment landscape
- Innovative methodology that combines time-tested theory with a cutting-edge approach
- Proven experience managing investments in changing market cycles
Mesirow Financial Investment Strategies is a division of Mesirow Financial Investment Management, Inc., an SEC Registered Investment Advisor.
Flexible Strategies
The foundation of our services is quantitative asset allocation, however we have the foresight to adapt and manage various active strategies that can add value to your investment products.
We have the flexibility to create many different types of fund of funds portfolios utilizing strategies, including:
- Strategic asset allocation models
- Strategic models with alpha maximization through fund selection
- Dynamic asset allocation
- Sector modeling
- Strategic asset allocation utilizing alternative investments within the mutual fund arena
The information contained herein has been obtained form 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. Mesirow Financial and its affiliated companies and/or individuals may, from time to time, own, have long or short positions in, or options on, or act as a market maker in, any securities or investment strategies discussed herein and may also perform financial advisory or investment banking services for those companies or in regard to those strategies. Further, Mesirow Financial may receive fees for selling or advising on the purchase or sale of products mentioned herein. Additionally, Mesirow Financial may also receive fees paid by manufacturers or distributors of said products in connection to other professional services provided by the applicable Mesirow Financial affiliate. The sale or advice provided is in no way related or contingent upon the payment received for these other services. It should not be assumed that any recommendations incorporated herein will be profitable or will equal past performance. Mesirow Financial does not provide legal or tax advice.
Securities offered through Mesirow Financial, Inc., member NYSE, SIPC. Investment advisory services provided by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. © 2008, Mesirow Financial Holdings, Inc. All rights reserved.
