150 North Wacker Drive
Suite 1900
Chicago, Illinois 60606
Tel: (312) 527-5500
Fax: (312) 527-9064

 

 



Fee Negotiation/Cost Control:

Managing the costs associated with institutional investment portfolios is an important aspect of the consulting relationship. Marquette believes that all costs associated with an investment program should be measured, reported, and controlled. Although generally the majority of the fees associated with an investment portfolio are investment manager-related, other fees to consider include asset custody, securities lending, commission recapture, proxy voting, as well as investment consulting services. Marquette works with each client to ensure proper reporting and disclosure of all fees associated with the investment portfolio and, when appropriate, will assist the client in negotiating the fee arrangements.

 

 

 

 

 

 


 

Tel: (312) 527-5500 Fax: (312) 527-9064
150 North Wacker Drive, Suite 1900, Chicago, Illinois 60606

©Copyright 2001.  Marquette Associates, Inc.  All rights reserved.