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

After the Nest is Empty, It’s Time To Save and Invest

When your children are grown and leave home, you are released from being the financial “provider”: No more bills for everything from food and clothes to visits to the dentist. Along with this “freedom” may come immediate temptation to spend your “extra” money on the...

Breathe for Your Life Health and Well Being

Breathe for Your Life Health and Well Being

Breath is life. Life is breath. The yoga sages of India have embraced this link for centuries, where conscious breathing has long been an integral part of daily life. More recently, Western researchers have also begun to acknowledge the importance of the breath. As...

Without a Spike in Wages, Inflation is Less Scary

Without a Spike in Wages, Inflation is Less Scary

Inflation is clearly a headwind for investors, but it might be more of a breeze Inflation has found its way into the broad economy, partly as a result of all the money that government stimulus created over the past 18 months since the financial crisis brought upon by...