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

IRS Makes Contribution Limit Changes for 2022

IRS Makes Contribution Limit Changes for 2022

Talk to your financial advisor to help create the best financial plan for you   The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020. From...

Afraid of a Stock Market Correction? Get a Plan

Afraid of a Stock Market Correction? Get a Plan

Lately it seems as if every client or potential client I see asks about the possibility of a looming market correction. Investors are loving these good times, but they're smart -- they know the market runs in cycles, and the good times can't last forever. The markets...

Why a January Market Correction Might be Good

Why a January Market Correction Might be Good

Market corrections happen about once every 19 months – and we’re at 19 After the stock market’s fantastic growth in 2021, many believe a pullback (or even a correction) may be a healthy thing. Such a drop is not horribly painful, by historical standards, and smart...