PENSION FUNDS, ENDOWMENTS
Serving Illinois Public Funds For 30 Years
Independent, Objective & Transparent
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
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
Organization, efficiency and discipline are the three primary steps of financial planning. Organization is knowing where your money comes and goes. An efficient portfolio means a better chance of profits, and discipline keeps you on the right track. Statistics tell us...
Financial Glossary Terms and Definitions Terms and definitions of financially related items and topics. A Absorbed Cost: When the cost for products or materials exceeds the original estimate, a decision may be made to absorb the cost difference and charge the...
There is a common misconception that mutual funds, index funds and ETFs are all the same type of investment vehicles. And while there are similarities, there are also some significant differences for investors to know about. Let’s explore.