Portfolio solutions

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Mesirow Fiduciary Solutions' retirement portfolio models combine traditional investments with guaranteed income solutions to help:

  • Increase retirement income confidence
  • Reduce downside risk
  • Support better participant outcomes
  • Potentially lower overall expenses compared with off-the-shelf target date options
Portfolio services for TIAA

Mesirow works directly with consultants and plan sponsors as a 3(38) investment manager to provide either custom or pre-built target date portfolios.

  • Custom target date portfolios: Flexibility to create customized glide paths using the existing plan lineup, including index-only, hybrid active/passive, and annuity-integrated investment strategies.
  • Pre-built target date portfolios: Utilize pre-built portfolios designed to replicate familiar target date fund glide paths, providing a seamless participant experience while maintaining flexibility.

Not sure which retirement investment option is right for you? We can help!

Participants can select Get started and answer a few questions to find a portfolio that may best align with your retirement timeline and investment preferences. You'll also learn how the strategy is designed to evolve over time as retirement approaches.

Past performance is not indicative of future results. Any opinions expressed are subject to change without notice. Advisory Fees are described in Mesirow Financial Investment Management, Inc.’s Part 2A of the Form ADV. Advisory services offered through Mesirow Financial Investment Management, Inc. an SEC registered investment advisor. Securities offered by Mesirow Financial, Inc. member FINRA and SIPC. 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. © 2026, Mesirow Financial Holdings, Inc. All rights reserved.