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

50 Free or Cheap Things to Do With Kids

50 Free or Cheap Things to Do With Kids

Once school is out, you'll probably hear your kids utter these words: "I'm bored." Rather than let them turn on the TV or play video games, try any of these 50 free or cheap ways to entertain them. With the list, hopefully you won't have to listen to your kids say...

What Do You Really Know About Bear Markets?

What Do You Really Know About Bear Markets?

A “bear market” occurs when stock prices in general are falling, and then widespread pessimism sustains the continued drop in prices.  The stock market becomes a bear market whenever stock prices have fallen over 20% over the course of several months, as seen in...

A Path to Setting and Reaching Your 2020 Goals

A Path to Setting and Reaching Your 2020 Goals

What if you focused on your system instead of just your goals? Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities.  Here’s a clearer path for setting and...