Outsourced CIO

Marquette Associates outsourced CIO services enable institutions to delegate control of the three key factors that lead to successful investment programs and fiduciary responsibility — risk, quality and cost.

Discretionary Services, Traditional Expertise

Marquette provides outsourced chief investment officer (CIO) services to 25 clients with combined assets of over $6.2 billion using a framework based on our traditional investment consulting approach proven over more than 30 years. Marquette helps institutional investment stewards delegate fiduciary duties with a customizable discretionary framework that includes:

Featured Experts

Tim Burdick, CFA | Managing Director

Tim Burdick is a managing director for Marquette Associates and serves on the firm’s board of directors and executive committee....

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