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

Updating Your Will Can Contribute to a Relaxing Retirement

Updating Your Will Can Contribute to a Relaxing Retirement

Whether you are decades or months away from retirement, it may be prudent to review your will whenever there is a significant change in your family circumstances or finances. To stay current, revisit your will at least once every five years to help ensure your estate...

Understanding Interest Rates and Your Financial Situation

Understanding Interest Rates and Your Financial Situation

When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is the price you pay for the temporary use of someone else’s funds; an interest rate is the percentage of a borrowed amount that is...