Updates

Defined Contribution Plan Legislative Update – April 2019
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Marquette Associates Continues to Expand Wealth Consulting Capabilities
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05.08.2019

Municipal or Taxable Bonds for High Net Worth Investors?

Municipal bonds remain attractive and still make sense for high net worth investors on a go-forward basis even in the…

05.08.2019

Basics of Target Retirement Date Funds

Live Webinar – Wednesday, May 22, 2019 – 1:00-1:30 PM CT Please join members of our Defined Contribution Services Group…

04.16.2019

First Quarter Review of Asset Allocation

Heading into 2019, the primary risks facing financial markets were the trade war with China, the U.S. government shutdown, Brexit…

Independent Expertise

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.

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Featured Experts

Tim Fallon, CIMA® | Managing Director

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

Nichole Roman-Bhatty, CIMA® | Managing Partner

Nichole is the director of religious services and is also chair of the impact investing group.

Miguel Zarate | Managing Director

Miguel serves as the primary investment consultant on several relationships, with a focus on Taft-Hartley clients.

Kweku Obed, CFA, CAIA | Managing Director

Kweku chairs the defined contribution services committee and is a frequent speaker at industry conferences.

Brian Wrubel | President & CEO

The CEO and president of Marquette, Brian has been with the firm for nearly 30 years.

380+

Clients1

99%

Client retention rate2

100%

Employee owned

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1 Data as of December 31, 2018 2Client retention rate calculated from 2009-2018

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