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Marquette Associates guides institutional investment programs with a focused client service approach & careful research.
Defined Contribution Plan Legislative Update – April 2019
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Marquette Associates Continues to Expand Wealth Consulting Capabilities
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Marquette Associates Ownership Update
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05.08.2019
Municipal bonds remain attractive and still make sense for high net worth investors on a go-forward basis even in the…
05.08.2019
Live Webinar – Wednesday, May 22, 2019 – 1:00-1:30 PM CT Please join members of our Defined Contribution Services Group…
04.16.2019
Heading into 2019, the primary risks facing financial markets were the trade war with China, the U.S. government shutdown, Brexit…
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
05.24.2019
In our #ChartOfTheWeek, senior research analyst Samantha Grant, CFA, CAIA looks at the recent effects of the May 10… https://t.co/2jgvY7Z5mp
1 Data as of December 31, 2018 2Client retention rate calculated from 2009-2018
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