Mesirow Financial is a leading independent investment management firm based in Chicago. With over 80 years of experience, they manage investment portfolios for institutions, financial intermediaries and individual investors. Their investment expertise covers public securities, private equity, real estate and other alternative investments. Mesirow Financial has built a solid reputation in the industry through its prudent investment philosophy, strong risk management and customized solutions. This article will provide an overview of Mesirow Financial’s investment capabilities and service offerings.
A Diversified Suite of Investment Solutions
Mesirow Financial provides investment solutions across a wide range of asset classes. Their core capabilities include equities, fixed income, liquid alternatives and private markets. The equity strategies cover various investment styles such as value, growth and dividend income. The fixed income strategies invest across the full spectrum of the bond market. The liquid alternative strategies provide diversification beyond traditional stocks and bonds. The private markets expertise includes private equity, real estate and infrastructure. This diversified suite of strategies allows Mesirow to construct customized portfolios tailored to each client’s specific return, risk and liquidity objectives.
A Disciplined Investment Process
Mesirow Financial employs a rigorous investment process across all strategies. Their experienced investment professionals conduct extensive proprietary research leveraging both quantitative analysis and fundamental analysis. This allows them to identify investment opportunities that are overlooked by the broader market. Risk management is integral to every investment strategy. Portfolio constraints and guidelines are tailored for each product to control unintended risks. Mesirow also emphasizes communication and transparency with all clients regarding portfolio positioning, performance and risk metrics.
An Exceptional Client Service Model
In addition to investment expertise, Mesirow Financial is highly regarded for its premier client service capabilities. Each client is assigned an experienced client service team that includes a dedicated relationship manager. Ongoing education is provided to clients regarding capital markets developments, portfolio strategies and performance. Comprehensive reporting is customized to each client’s specific needs. Mesirow’s open architecture platform provides clients with access to both proprietary and third-party investment strategies and products. This flexibility allows Mesirow to deliver optimal solutions to meet unique client objectives.
A Culture of Ethics and Integrity
Mesirow Financial upholds the highest standards of ethics, integrity and fiduciary duty. The firm is completely employee-owned, which aligns the interests of employees and clients. Mesirow avoids potential conflicts of interests through an independent ownership structure and prudent incentive system. The corporate culture emphasizes accountability, transparency and putting client interests first. Ongoing training is provided across the organization on governance policies and procedures. Mesirow Financial’s strong ethical foundation has enabled the firm to earn an excellent reputation over its long history.
In summary, Mesirow Financial is a premier independent investment manager that provides customized investment solutions and exceptional client service. Their diversified expertise, disciplined process, client-centric focus and culture of integrity have made them a trusted partner for institutional and individual investors alike.