PENSION FUNDS, ENDOWMENTS

AND FOUNDATIONS

Serving Illinois Public Funds For 30 Years

Independent, Objective & Transparent

Investment Consulting

We provide a full range of professional institutional advisory and consulting services for public safety pension fund investing. Working together, we develop an overall plan for the implementation, management and measurement of plan assets with an eye toward stated goals and objectives.

 

  • Asset Allocation
  • Investment Policy Statement
  • Manager Search
  • Performance Reporting
  • Board Meeting Attendance

Asset Management

After identifying the specific financial goals, tolerance for risk, investment time horizon, and tax situation of your pension fund, endowment or foundation, we construct and manage a portfolio tailored to meet your specific needs. Regularly scheduled reports transparently detail progress.

 

  • Equity – Dynamic Risk Management (DRM)
  • Sectors Strategy
  • Factors Strategy
  • Fixed Income
  • Global Balanced

NEWS AND BLOG

Tips For Your Year-End Financial Planning Review

Tips For Your Year-End Financial Planning Review

Dec 14, 2022 |

Make your annual review more efficient and productive to improve next year    When you work with a financial advisor, then you know how important the year-end review is to the financial planning process. And given that you should be scheduling your year-end...

Investors Need to Account For Rising Inflation

Investors Need to Account For Rising Inflation

Nov 8, 2022 |

A good rule of thumb is to assume inflation will be at least 3% every year   All investors would be well served to understand the latest Consumer Price Index data from the Department of Labor. Because inflation will impact your long-term retirement strategies....

Tips To Control Frenzied Holiday Shopping

Tips To Control Frenzied Holiday Shopping

Nov 8, 2022 |

Take an organized approach to holiday shopping and actually enjoy it If advertisements and commercials are beginning to feature scenes of happy families, clad in brightly colored sweaters, gathered by a fire, surrounded by an assortment of presents, then the countdown...

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