Quarterly Letter from the Director of Research
Marquette Associates provides our clients with independent and thoughtful investment guidance.
IIDC Commitment to Firm Diversity Data Reporting
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Kweku Obed Joins CFA Society Chicago Board of Directors
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Glenn Ross Named 2021 Knowledge Broker by CIO Magazine
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11.29.2021
In this video, the authors of our recent white paper discuss the 60/40 model portfolio — a long-time approach to…
11.23.2021
In a move especially pivotal given today’s elevated inflation as the economy is resuscitated out of the pandemic, President Joe…
11.11.2021
This legislative update covers Congress’ continued negotiation of retirement legislation with the hope of finalizing Secure Act 2.0 early next…
Completely independent investment expertise enables Marquette to place client interests at the center of everything we do. With 100% employee ownership and over 30 years of experience, our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.
View our expertiseTim is a managing director at Marquette with over 30 years of investment experience.
Nichole leads the firm’s religious services practice area and is also the founder and co-lead of the sustainable investing group.
Miguel serves as Marquette's chief operating officer and leads the firm's Taft-Hartley practice area.
Kweku chairs the firm’s defined contribution services committee and serves on Marquette's board of directors.
Marquette's CEO, Brian has been with the firm for over 30 years and serves as the chairman of the firm's board of directors and executive committee.
James is a managing director for Marquette and leads the firm's endowments & foundations practice area.
Tom is a managing director for Marquette and serves on the firm’s executive committee.
Dave is a managing director at Marquette and leads the firm's healthcare practice area.
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 and serves on the firm’s board of directors.
Clients1
Client retention rate2
Employee-owned
12.02.2021
With the holiday season upon us, many investors are curious about #consumerbehavior as the pandemic has resulted in… https://t.co/oen2mo5nmZ
1Data as of June 30, 2021 2Client retention rate calculated from 2011-2020
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