Client service leadership — our vision

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our vision is not to be the biggest — it’s to be a trusted partner to our clients through effective investment programs.

40th

year in business

5

office locations

$429b

assets under
advisement1

Marquette client service

Four principles define our client service culture. We bring together the real-world experience of our people — including working at plan sponsors and investment managers — and industry-leading expertise to build long-term relationships with our clients. We place client interests first through the complete independence of our expertise and commitment to employee ownership. Our focused service approach centers each client’s unique objectives and circumstances to build an effective investment program that meets their needs. And our careful research is known for its practical engagement of the most important issues investors face — presented in clear, concise deliverables.

client retention2

employee-owned

Updates

Jessica Noviskis Featured on Bloomberg Surveillance 4/10/26
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Marquette Associates Announces New 2026 Partners
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Marquette Speaking at Markets Group 2026 Midwest Institutional Forum 4/21–22
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Frank Valle Speaking at 2026 SACUBO Annual Convention 4/21
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Patrick W. Wing Speaking at PSACC 2026 Spring Conference 4/22
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Ryan P. Tracy Speaking at 2026 With Intelligence The Annual 4/22
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See all updates

425+

clients

145+

employees

1As of December 31, 2025. 2The client retention rate has been calculated as the average annual retention rate over the past ten years.

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