Fiduciary Solutions
We create institutional investment solutions for the retirement and health savings marketplace, supporting plan sponsors, financial advisors, recordkeepers and administrators, trust companies and insurers.
For institutional investors
A dependable outsourced fiduciary pioneer
Our team of experts has delivered a full suite of fiduciary services to recordkeepers, sponsors, advisors and participants through easy-to-understand investment programs since 2006.
Mesirow PrecisionAlpha
This paper explores the impact of using trailing return to predict future performance. The results may not be what many investors expect.
learn moreInsights into HSA trends
Mesirow joined WEX on stage during the Spark 2024 conference in Orlando, FL. Keith Gustafson and Vincent Vicidomini provided attendees with key insights into HSA investor trends, opportunities to modernize HSA investing and maximizing overall value for HSA investors.
Leaders in lifetime income
Chris O’Neill talks about the importance of integrating lifetime income into the default solution through custom target date funds that have a guaranteed income sleeve.
WATCH THE VIDEO
Additional solutions
HSA lineups and asset allocation portfolios
Retirement income product and asset allocation optimization
Manager due diligence across funds, collectives and separate accounts
Investment mapping for replacement funds or entire plan lineups
Stable value/money market due diligence reports and comparison tools
Senior leaders
*The team that comprises Mesirow Fiduciary Solutions was one of two pioneer providers in this space in 2006 and continues to drive innovation through business model products and services.
Neither principal nor the underlying assets of target date investments are guaranteed at any time, including the target date, and investment risk remains at all time. There is no assurance that the recommended asset allocation will either maximize returns or minimize risk or be the appropriate allocation in all circumstances for every investor with a particular time horizon. Advisory services offered by Mesirow Financial Investment Management, Inc., 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 refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.