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.
Asset class diversification
Our most recent research discusses how diversification across asset classes produces better and more stable portfolio outcomes.
learn moreStable Value steps into the spotlight
Stable value offers the benefit of principal protection and potential superior risk-adjusted returns relative to cash and fixed-income investments.
learn moreStable Value — a partner for equities
As a complement to equities, stable value can provide better risk-adjusted outcomes than fixed income
learn moreMesirow PrecisionAlpha
This paper explores the impact of using trailing return to predict future performance. The results may not be what many investors expect.
learn more
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
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* 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.