Managed Accounts

For those participants who are hesitant about investment selection, our Precision Managed Account Program provides professionally managed diversified portfolios, ranging from the most conservative to the most aggressive investment strategies.

Portfolios Customized for Participant Needs
We believe that the most effective managed account solutions are tailored to an investor's specific needs and objectives. Unlike other professionally managed portfolios available today, our Precision Managed Portfolios consider much more than a participant's retirement date or risk tolerance. We evaluate all available participant information to select funds and build portfolios that truly reflect your participant's needs.

Fund Selection and Portfolio Construction
Through extensive quantitative research we develop a set of asset-class targets designed to maximize the expected return for any given level of risk. With these asset allocation targets in place, we evaluate your specific fund lineup to identify and implement diversified asset class models. This helps ensure that the portfolios offered to your participants effectively utilize the investment options available.

Key to our Managed Account Program is Mesirow Financial's PrecisionAlpha™ process, an industry leading fund/manager selection methodology.