Client service leadership — our vision

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — as fiduciaries, our clients’ interests and objectives are at the center of everything we do. The 19th largest U.S. investment consulting firm¹ with $318 billion in assets under advisement,2 our vision is not to be the biggest — it’s to be a trusted partner to our clients through effective investment programs.


year in business


largest investment consulting firm
in the U.S.1


assets under

Marquette client service

Four principles define our client service culture. We bring together the real-world experience of our people — including working at plan sponsors and investment managers — and industry-leading expertise to build long-term relationships with our clients. We place client interests first through the complete independence of our expertise and commitment to employee ownership. Our focused service approach centers each client’s unique objectives and circumstances to build an effective investment program that meets their needs. And our careful research is known for its practical engagement of the most important issues investors face — presented in clear, concise deliverables.

client retention3



Patrick McDowell Joins CFA Institute’s GIPS Standards for OCIO Working Group
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Aimee O’Connor Speaking at Kennedy Capital Management St. Louis Investment Symposium 9/15
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Metropolitan Pier and Exposition Authority 457(b) and 401(a) Plan Administrator RFP
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Evan Frazier Speaking at Private Wealth Midwest Forum 8/11
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Tom Latzke Speaking at Mid-Co Commodities Summer Conference 8/9
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1As of June 30, 2021 per P&I Daily 2021 Investment Management Consultants Survey ranked by worldwide institutional assets under advisement 2As of March 31, 2022 3Client retention rate calculated 2012–2021

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