Updates

Derek Schmidt Speaking at PartnerConnect Midwest Conference 6/27
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Nat Kellogg Speaking at Midwest Institutional Investor Forum 6/12
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Nichole Roman-Bhatty Speaking at ESG Investing Breakfast Briefing 5/22
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05.17.2018

What are Volatility Risk Premium Strategies?

Volatility Risk Premium (“VRP”) strategies — also known as defensive equity strategies — are relatively new to the institutional landscape, but…

04.03.2018

1Q 2018 Market Briefing

Live Webinar – Wednesday, April 18, 2018 – 1:00-2:00 PM CT  Follow @MarquetteView for live webinar highlights Questions taken via webinar…

02.22.2018

Value Underperformance in the Current Market Cycle

With the value premium seemingly in decline, value investors have had a lot to complain about over the past ten…

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 Partner

Miguel serves as the primary investment consultant on several relationships, with a focus on Taft-Hartley clients.

Kweku Obed, CFA, CAIA | Managing Partner

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.

375

Clients1

99%

Client retention rate2

100%

Employee owned

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1 Data as of December 31, 2017 2Client retention rate calculated from 2007-2016

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