Updates

Nat Kellogg Speaking at Neuberger Berman Investment Leaders Summit 6/21
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Nichole Roman-Bhatty Speaking at MAPS Conference 6/8
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06.13.2017

May 2017 Market Environment

U.S. Economy The unemployment rate declined to 4.3% for the month of May, as the number of unemployed persons fell…

06.09.2017

High Yield Position Paper

Originally released in June 2011, this update to our position paper clarifies the myths about the asset class, and sheds…

06.02.2017

The Fiduciary Duties of 457(b) Defined Contribution Plan Sponsors

This article offers governance best practices for public sector plan sponsors to consider. The fiduciary duties imposed on state and…

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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