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.

38th

year in business

5

office locations

$382b+

assets under
advisement1

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 retention2

employee-owned3

Updates

Marquette Views on 2024 U.S. Equities Outlook Featured on FIN News
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Linsey Schoemehl Payne headshot

Marquette Approach to Manager ESG Due Diligence Featured on FundFire
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Jack Sannes Speaking at CFNEIA Professional Advisor Education Series 7/16
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Lee H. Martin Speaking at KORIED 2024 Global Summit 7/18
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City of Pittsburgh Comprehensive Municipal Pension Trust Fund Private Credit Advisor RFP
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Marquette Speaking at ALTSCHI 2024 Forum 7/22–23
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400+

clients

130+

employees

1As of March 31, 2024. 2The client retention rate is calculated as the average annual retention rate over the past ten years. 3By current and former employees.

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