Updates

Defined Contribution Plan Legislative Update – April 2019
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06.14.2019

Bank Loans Position Paper

Bank loans represent a key strategic asset class for most institutional investors’ fixed income portfolios. Some of the critical benefits…

06.06.2019

Sell in May and Go Away?

Global equity markets declined in May on a flurry of geopolitical news. As tensions persist, stocks are grasping to sustain…

06.03.2019

Securing Retirement Through the SECURE Act

On May 23rd, with overwhelming bipartisan support, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) passed in…

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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