Tools for Your Client
We understand that your relationship with your clients is one of your most valuable assets. With that in mind, we offer you tools to strengthen that relationship and ways to increase both the breadth and depth of services you offer your clients.
- Online Account Access – Mesirow Financial's e-view® provides financial advisors and their clients with convenient, real-time and secure online account access. e-view can be customized to the extent you choose, from buttons and colors that reflect your company's image to full co-branding of navigation and content.
- Cash Management – Offer your clients a way to keep their capital working at all times. Our cash management account provides the convenience of combining investment, checking and money market accounts in one.
- Access a wide variety of retirement products from Trustar® Retirement services
Mesirow Financial's full array of resources is available to you enabling you to offer your clients a full suite of financial services:
Insurance Services
Full-service insurance brokerage and consulting services in the areas of property and casualty, employee benefits, life and disability and structured settlements.
Investment Management
Money management expertise in the areas of private equity, hedge fund strategies, currency management, institutional real estate, equities and fixed income.
Institutional Sales and Trading
Sales and trading of municipal bonds, mortgage-backed securities, asset backed securities, etc.
Investment Banking
A full range of investment banking services, including strategic guidance on mergers and acquisitions, leveraged and management buyouts, private placements and sale-leaseback financing as well as taxable and tax-exempt financing.
Consulting
Financial advisory services, including privatizations, operations and performance improvement, forensic investigations and litigation support.
Real Estate
Comprehensive expertise in real estate development, program management, consulting and design/build services.
