Updates

Nat Kellogg Speaking at CAIA Association Event 2/26
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Samantha Grant Speaking at CFA Industry Roundtables Event 2/28
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Ben Mohr Speaking at Institutional Investor’s Redefining Fixed Income Forum 5/18
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01.30.2018

2018 Market Preview

Each year, investors face numerous questions that can impact their portfolios, and 2018 is no different. How will tax reform…

01.23.2018

How Will Tax Reform Impact Individual Investors?

We recently penned a letter outlining how the Tax Code changes may impact capital market expectations. Although the changes to…

01.15.2018

2018 Market Preview Briefing

Live Webinar – Thursday, January 25, 2018 – 1:00-2:00 PM CT Follow @MarquetteView for live webinar highlights Questions taken via webinar or using…

Independent Expertise for Investment Stewardship

Completely independent investment expertise enables Marquette to place client interests first and foremost. With 100% employee ownership and over 30 years of experience, institutional investment stewards of all types get conflict-free, carefully researched guidance to help meet their fiduciary responsibilities.

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Featured Experts

Tim Fallon, CIMA® | Managing Director

Tim leads the healthcare, corporate and endowments, foundations and non-profits practice areas.

Nichole Roman-Bhatty, CIMA® | Managing Partner

Nichole is the director of religious services and is also chair of the impact investing group.

Miguel Zarate | Managing Partner

Miguel serves as the primary investment consultant on several relationships, with a focus on Taft-Hartley clients.

Kweku Obed, CFA, CAIA | Managing Partner

Kweku chairs the defined contribution services committee and is a frequent speaker at industry conferences.

Brian Wrubel | President & CEO

The CEO and president of Marquette, Brian has been with the firm for nearly 30 years.

375

Clients1

99%

Client retention rate2

100%

Employee owned

Learn how our experts improve investment stewardship.

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1 Data as of June 30, 2017 2Client retention rate calculated from 2007-2016

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