Updates

Lee H. Martin Speaking at PSACC Conference 7/24
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Kweku Obed Speaking at Atlantic Connection Conference 7/13
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08.15.2017

The State of Real Estate: An Era of Normalization?

Core real estate investments have flourished since the financial crisis. Since delivering six consecutive double-digit annual returns through 2015, the…

07.28.2017

Don’t You Know, We’re Talking About An Evolution? Addressing The New Challenges Facing The Diverse Manager Community

In recent years, some proactive and thoughtful pieces have spurred constructive dialogue within the investment consulting and plan sponsor communities…

07.05.2017

2017 Halftime Market Briefing

Live Webinar – Thursday, July 20, 2017 – 1:00-2:00 PM CT Follow @MarquetteView for live webinar highlights Questions taken via webinar…

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.

367

Clients1

99%

Client retention rate2

100%

Employee owned

Learn how our experts improve investment stewardship.

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1 Data as of December 30, 2016 2Client retention rate calculated from 2006-2016

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