Webinar available on demand
Marquette Associates guides institutional investment programs with a focused client service approach & careful research.
Derek Schmidt Speaking at PartnerConnect Midwest Conference 6/27
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Nat Kellogg Speaking at Midwest Institutional Investor Forum 6/12
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Nichole Roman-Bhatty Speaking at ESG Investing Breakfast Briefing 5/22
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05.17.2018
Volatility Risk Premium (“VRP”) strategies — also known as defensive equity strategies — are relatively new to the institutional landscape, but…
04.03.2018
Live Webinar – Wednesday, April 18, 2018 – 1:00-2:00 PM CT Follow @MarquetteView for live webinar highlights Questions taken via webinar…
02.22.2018
With the value premium seemingly in decline, value investors have had a lot to complain about over the past ten…
Completely independent investment expertise enables Marquette to place client interests first and foremost. With 100% employee ownership and over 30 years of experience, institutional investors of all types get carefully researched guidance to help meet their fiduciary responsibilities.
View our expertiseTim leads the healthcare, corporate and endowments, foundations and non-profits practice areas.
Nichole is the director of religious services and is also chair of the impact investing group.
Miguel serves as the primary investment consultant on several relationships, with a focus on Taft-Hartley clients.
Kweku chairs the defined contribution services committee and is a frequent speaker at industry conferences.
The CEO and president of Marquette, Brian has been with the firm for nearly 30 years.
Clients1
Client retention rate2
Employee owned
05.21.2018
Nichole Roman-Bhatty, CIMA, Managing Partner, will be speaking tomorrow at @PI_Conferences' 3rd Annual ESG Investme… https://t.co/9Qw8KgnIRu
1 Data as of December 31, 2017 2Client retention rate calculated from 2007-2016
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