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

Inflation Varies According to Your Age & Spending

Inflation Varies According to Your Age & Spending

Sep 13, 2021 |

The headline Consumer Price Index is important only as a general gauge What will inflation be in the coming years? The real answer is that it varies according to your age and spending patterns. Inflation wallops someone with kids in college, and might be hardly...

Summer of 2021, the Fed, Interest Rates & Me

Summer of 2021, the Fed, Interest Rates & Me

Jul 1, 2021 |

Be prepared as rates will inevitably go up – whether that’s 2022 or 2023 A few days before the official start of summer on June 21st,  Wall Street’s eyes and ears were on the Federal Reserve, and as expected, the FOMC made no changes to the fed funds rate or the pace...

Do You Have FOMO When it Comes to Investing?

Do You Have FOMO When it Comes to Investing?

Jul 1, 2021 |

Fear-of-missing-out is a very real emotion – but it can derail your portfolio Every day we’re bombarded with reports of what’s hot and what’s not – fueling a fear-of-missing-out (FOMO) on some great investment opportunity. Heck, there is even a new exchange traded...

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