Marquette Associates serves more than 20 endowment, foundation and non-profit clients based on over two decades of eleemosynary experience. Our unique insights into the guidance of eleemosynary assets result from both careful research
and a team of investment professionals with practical work experience
at mission-based organizations and investment firms.
Our hands-on approach to customizing investment programs balances the use of traditional and alternative investments, while factoring in the demands of an institution’s spending policy, cash flow needs and operating budget. Our proprietary asset allocation
modeling helps identify the specific portfolio risks that impact spending and long-term asset growth.
Although portfolios are benchmarked against peer groups, Marquette never uses a “one-size-fits-all” approach. Each investment program is specifically tailored
to an organization’s unique mission and operating situation. This level of customization has resulted in Marquette using over $2 billion in socially responsible investing across various asset classes.