Corporate

Marquette Associates has served public and private corporate clients for more than 25 years. This corporate plan expertise includes insights into the ever-changing pension laws affecting corporate pensions, as well as plans that use liability-aware and liability-driven investing. Marquette also has extensive experience working with other corporate assets such as welfare, operating and defined contribution funds – including 401(k) plans that use bundled and unbundled recordkeepers.

The resources of a fully credentialed actuary on staff enable Marquette to partner more closely with corporate actuaries to help ensure that plan liabilities and cash flows are properly reflected in investment objectives and asset allocation studies.

Corporate Investment Expertise

  • Defined benefit
  • Defined contribution
  • Operating
  • Self insurance

Featured Experts

Kweku Obed, CFA, CAIA | Managing Director

Kweku chairs the firm’s defined contribution services committee and serves on Marquette's board of directors.

Tim Fallon, CIMA® | Managing Director

Tim is a managing director at Marquette with over 30 years of investment experience.

David H. Smith, CFA | Managing Director

Dave is a managing director at Marquette and leads the firm's healthcare practice area.

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