Guidance from our Research Team
Marquette Associates guides institutional investment programs with a focused client service approach & careful research.
Marquette’s Response to Racial Injustice
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Marquette Awarded Greenwich Quality Leader in Overall U.S. Investment Consulting
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Aimee O’Connor Quoted on RIA Services
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07.06.2020
On June 23rd, 2020, the U.S. Department of Labor released a proposal to amend certain fiduciary regulation around the consideration of…
06.29.2020
Defined as an unpredictable occurrence that is beyond the scope of normal expectations, a black swan event is rare and…
06.09.2020
The onset of the global pandemic caused by COVID-19 has created substantial stress in the financial markets and the broader…
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, non-profits, endowments and foundations, and corporate practice areas at Marquette.
Nichole leads the firm’s religious services practice area and is also the chair of the sustainable investing group.
Miguel serves on the firm’s executive committee and is the primary investment consultant on several relationships, with a focus on Taft-Hartley clients.
Kweku chairs the firm’s defined contribution services committee and is a frequent speaker at industry conferences.
The president and CEO of Marquette, Brian has been with the firm for over 30 years.
James is a managing director for Marquette and serves on several of the firm’s committees.
Tom is a managing director for Marquette and serves on the firm’s executive committee.
Dave is a managing director and serves as the vice chair of the firm’s traditional investment manager search committee.
Aimee is an investment consultant at Marquette with a focus on endowments, RIAs, family offices, and high net worth clients.
Tim is a managing director for Marquette Associates and serves on the firm’s board of directors.
Clients1
Client retention rate2
Employee-owned
07.06.2020
In this legislative update, we cover the @USDOL's recent proposal to amend certain fiduciary regulation around the… https://t.co/BUPuL1f25b
1 Data as of December 31, 2019 2Client retention rate calculated from 2010-2019
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