How does the advisor help clients – Key Takeaways:
Mesirow Financial Investment Management, Inc. is a trusted financial expert that helps its clients achieve their goals through customized investment management solutions. With a team of experienced advisors and a commitment to excellence, Mesirow Financial Investment Management, Inc. offers a range of financial services and caters to different client types while maintaining transparency and ethical practices.
Facts and Insights
Founded in 1937, Mesirow Financial Investment Management, Inc. has been in the financial industry for over eight decades and has established a strong reputation for its expertise and services. The company is based in Chicago, Illinois and has offices located across the United States, Canada, and the United Kingdom.
As of 2021, Mesirow Financial Investment Management, Inc. has over $22 billion in assets under management and a team of over 60 advisors. The company prides itself on continuously growing and providing top-performing investment solutions for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $22 billion (as of 2021) |
|---|---|
| Number of Advisors: | Over 60 |
| Time in Business: | Over 80 years |
Financial Services Offered
Mesirow Financial Investment Management, Inc. offers a range of financial services to help its clients achieve their financial goals. These services include:
- Investment Management
- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types
Mesirow Financial Investment Management, Inc. caters to various client types, including individuals, families, corporations, and institutions. The company customizes its services to meet the unique needs and objectives of each client, ensuring personalized and effective financial solutions.
Fees & Compensation
Mesirow Financial Investment Management, Inc. is a fee-only advisor, meaning they charge a percentage of the assets under management as their fee. This structure ensures that their interests are aligned with their clients’ interests and that they do not receive commissions or incentives for selling certain products or services.
Background
Mesirow Financial Investment Management, Inc. was founded on the principles of integrity, excellence, and client focus. The company has built a strong reputation for its ethical practices, transparent communication, and successful investment strategies. They employ a team of experienced and knowledgeable advisors who work closely with clients to help them achieve their financial goals.
Financial Advisor Disclosures to Know
In accordance with industry regulations, Mesirow Financial Investment Management, Inc. discloses all potential conflicts of interest to its clients. This includes any affiliations with other companies, compensation arrangements, or ownership of securities. The company is dedicated to maintaining transparency and ensuring that their clients are fully informed of any information that may impact their investment decisions.