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
Mutual Funds, Index Funds and ETFs: Investors Need to Know the Differences
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.