Wealth Advisement

Marquette Associates wealth advisement services enable family offices and high net worth individuals to delegate control of the three key factors that lead to successful investment programs and fiduciary responsibility — risk, quality and cost.

Proven Institutional Approach

Marquette provides wealth advisement services to more than 40 clients with assets of over $1.7 billion using a framework based on our institutional consulting approach proven over more than 30 years. Marquette helps family offices and high net worth individuals 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....

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 >