Mesirow Financial Investment Strategies (part of Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor) provides robust asset allocation strategies and fund selection capabilities for insurance companies, mutual fund complexes, broker/dealers and 401(k) plan sponsors.

We recognize your need to offer investments that individuals feel comfortable choosing and financial representatives have faith in recommending to their clients. With comprehensive quantitative and qualitative analysis, cutting-edge methodology and tested expertise, we deliver the resources necessary to help you meet this objective. Our professionals specialize in developing investment strategies designed to maximize risk and reward trade-offs for your clients.

Leading the Industry Through Innovation

Target Maturity Portfolios – Innovative and Timely Methodology
Investment Strategies' timely, new Target Maturity Portfolios Methodology is unveiled in a climate where many investors are predicted to outlive their retirement savings. This innovative methodology, which focuses on both longevity risk and asset allocation, demonstrates maximized cumulative wealth and minimized probability of depleting assets during retirement. The concepts described in this methodology are extremely complex and should be discussed with an investment professional.

Precision Alpha™ – Cutting-edge Fund Selection Methodology
Our Precision Alpha™ process is at the forefront of the industry, combining talent, discipline, rigorous fund selection criteria and ongoing due diligence to create asset allocation models that truly seek out alpha.

Flexible Strategies
The foundation of our services is quantitative asset allocation, however we have the foresight to adapt and manage various active strategies that add value to your portfolio.

Experience Through Changing Market Cycles
Our team has extensive hands-on experience in asset allocation strategies, manager profiling, due diligence and fund selection. By working with us, you and your clients have access to 85 collective years of expertise in the investment industry.

The information contained herein should not be construed as a recommendation to purchase or sell any particular security or investment vehicle offered by Mesirow Financial. The information included 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 Investment Management, Inc. 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 discussed herein and may also perform financial advisory or investment banking services for those companies.

It should not be assumed that any recommendations incorporated herein will be profitable or will equal past performance. Any stated performance results include the reinvestment of dividends and other earnings. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. Investment management services offered by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member NYSE, SIPC.