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 provides HSA insights
Vincent Vicidomini recently hosted a session at the WEX SPARK Conference. focused on how Health Savings Account (HSA) programs contribute to broader employee healthcare strategies and financial wellness.
Retirement plan opportunities
Jason Bianchi joined Paychex on a recent webinar to discuss “Opportunities in the small plan retirement market for financial advisors.”
listen to the webinarMesirow PrecisionAlpha
This paper explores the impact of using trailing return to predict future performance. The results may not be what many investors expect.
learn moreLeaders 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
1 | Mesirow offers links to other third party websites that may be of interest, are provided solely for your convenience, and may assist you in locating other useful information on the Internet. These sites are not under the control of Mesirow. We are not responsible for the content of linked third party websites. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. We suggest that you always verify the information obtained from linked websites before acting upon this information.
* 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.