Friday, October 4, 2019
Marquette Associates guides institutional investment programs with a focused client service approach & careful research.
2019 Investment Symposium
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Defined Contribution Plan Legislative Update – April 2019
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Marquette Associates Continues to Expand Wealth Consulting Capabilities
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06.14.2019
Bank loans represent a key strategic asset class for most institutional investors’ fixed income portfolios. Some of the critical benefits…
06.06.2019
Global equity markets declined in May on a flurry of geopolitical news. As tensions persist, stocks are grasping to sustain…
06.03.2019
On May 23rd, with overwhelming bipartisan support, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) passed in…
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
06.17.2019
Managing director David Smith, CFA will be speaking at an Allocators’ Breakfast gathering hosted by @iimag tomorrow… https://t.co/FueWLcvEsp
1 Data as of December 31, 2018 2Client retention rate calculated from 2009-2018
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