DISABATO

ADVISERS

History

Disabato Advisers has provided investment consulting services for institutional clients since the founding of the firm as Disabato Associates in 1994. In 2016, the Partners and Staff of Disabato Advisers joined Meketa Investment Group to establish Meketa's Chicago Office at our existing location at 525 W. Monroe Street.

 

Our business structure remains very straightforward. The firm is entirely owned by its partners and staff and we do not have any affiliations, joint ventures, or partnerships that might detract from providing the best investment advice to our clients. Our only job is to help clients select and implement the best investment strategies for their institutional portfolios.

 

The table below provides a list of the broad range of services we provide to clients:

 

Investment Strategy

Investment Program Evaluation

Investment policy development                

Performance measurement & evaluation

Investment strategy review

Attribution analysis

Proxy voting & ESG/SRI policies

Risk and VAR analysis

 

 

Asset Allocation

Investment Manager Selection & Monitoring

Asset allocation & liability modeling

Traditional investment strategies

Spending policy analysis

Alternative investment strategies

Strategic capital allocation

401(k), 403(b), 457 design & recordkeeping

Surplus management

Custodian/Trustee selection

 

 

Investment Structure

Cost Containment

Diversification strategies

Transaction cost analysis

Investment manager structure

Investment manager fee negotiation

Customized investment options

Portfolio transition management

 

 

Research

Participant Communication

Capital markets

Customized newsletters

Investment strategies

Communication/Retirement seminars

Investment managers

Educational workshops

© 2016 Disabato Advisers

 

Disabato Advisers, 525 West Monroe Street, Suite 560, Chicago, IL 60661

(312) 474-0900    (312) 474-0904 fax

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