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. The 19th largest U.S. investment consulting firm¹ with $332 billion in assets under advisement,2 our vision is not to be the biggest — it’s to be a trusted partner to our clients through effective investment programs.

35th

year in business

19th

largest investment consulting firm
in the U.S.1

$332b+

assets under
advisement2

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 retention3

employee-owned

Updates

IIDC Commitment to Firm Diversity Data Reporting
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Kweku Obed Joins CFA Society Chicago Board of Directors
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Glenn Ross Named 2021 Knowledge Broker by CIO Magazine
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Marquette Joins in Founding of Investment Consultants Sustainability Working Group (ICSWG-US)
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Linsey Schoemehl Payne headshot

Sustainable Investing Post-COVID Views Featured in Benefits Magazine
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David Hernandez Speaking at Markets Group Virtual Roundtable 12/14
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See all updates

400+

clients

120+

employees

1As of June 30, 2021 per P&I Daily 2021 Investment Management Consultants Survey ranked by worldwide institutional assets under advisement 2As of September 30, 2021 3Client retention rate calculated 2011–2020

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