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. Our vision is not to be the biggest — it’s to be a trusted partner to our clients through effective investment programs.


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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.

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David H. Smith Speaking at NAST 2023 Treasury Management Training Symposium 6/14
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Frank Valle Speaking at Central States Institutional Forum 6/14
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Jessica Noviskis Speaking at CFA Society Chicago 2023 Industry Roundtable 7/13
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Marquette Speaking at ALTSCHI 2023 Forum 7/17
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Marquette Speaking at Pension Bridge Private Equity Exclusive 7/25
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1As of March 31, 2023. 2The client retention rate is calculated as the average annual retention rate over the last 10 years. 3By current and former employees.

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