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

“Slow and Steady” or “Wild Market Ride”?

“Slow and Steady” or “Wild Market Ride”?

Oct 16, 2020 |

A Basic Measure of Your Risk Tolerance   Are you enticed by high-risk investments or are you a risk-averse investor? Most people fall somewhere in between these two extremes. To help you get a sense of your risk tolerance, circle the responses that best describe your...

Wondering Whether You Missed the Recovery?

Wondering Whether You Missed the Recovery?

Oct 16, 2020 |

Why long-term investing success is about time in the market, not timing It is only natural that investors would want to find some way to sit out bear markets and get back just in time for the next bull run. The belief that you can foresee the direction of the stock...

3 Questions for Every Investor

3 Questions for Every Investor

Jul 31, 2020 | ,

Some financial advisors try to bowl you over with fancy language. Disarm them - and arm yourself for your future - with a few simple questions.   One complaint I hear as a financial advisor is that investment jargon - ETFs, P/E ratios, DRIP plans and other terms...

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