Updates

Richard H. Thaler to Deliver 2018 Investment Symposium Luncheon Keynote
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John V. Miller, CFA to Deliver 2018 Investment Symposium Opening Keynote
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07.30.2018

A “Halftime” Review of Asset Allocation for 2018

As of June 30th, the Russell 3000 index was up only 3.2%, a far cry from its 10-year annualized return…

07.02.2018

2018 Halftime Market Briefing

Live Webinar – Thursday, July 19, 2018 – 1:00-2:00 PM CT   Follow @MarquetteView for live webinar highlights Questions taken…

06.08.2018

Socially-Responsible Fixed Income Investing

Socially-responsible investing (SRI) is one of the fastest-developing segments of investing and we see a ballooning trend of true action…

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 2008-2017

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