Marquette Associates is an independent investment consulting firm that guides institutional investment programs with a focused three-point approach and careful research.

Investment Stewardship Guidance

For 25 years, Marquette has served this mission in close collaboration with clients – enable institutions to become more effective investment stewards. Marquette is a completely independent and 100% employee-owned consultancy founded with the sole purpose of advising clients. We serve more than 160 clients with over $68 billion in assets representing a wide range of portfolio sizes and institutions – from public funds, unions and corporations to endowments, foundations and other non-profits. We work with virtually every type of plan – from defined benefit and defined contribution to operating and self-insurance.

The Marquette three-point investment approach helps institutions control the key factors that lead to successful investment programs and fiduciary responsibility – risk, quality and cost – by providing carefully researched advice on each point. This research is known for its practical engagement of the most important issues institutional investors face.

Real-World Experience

Our carefully researched guidance is the result of not just consulting experience and analysis, but also direct industry experience such as work at investment firms and plan sponsors. The real-world experience of the Marquette research team, investment consultants, analysts and support staff helps to provide client service grounded in the day-to-day realities of institutional investing.