Endowments & Foundations

Marquette Associates serves more than 100 endowment, foundation and nonprofit clients based on over three 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.

Endowments & Foundations Investment Expertise

  • Endowment
  • Foundation
  • Defined contribution
  • Operating/reserve

Featured Experts

Tim Fallon, CIMA® | Managing Director

Tim leads the healthcare, corporate and endowments, foundations and non-profits practice areas.

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >