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 21st largest U.S. investment consulting firm¹ with $282 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.

35th

year in business

21st

largest investment consulting firm
in the U.S.1

$282b+

assets under
advisement2

Marquette client service

Four principles define our client service culture. We bring together the real-world experience of our people — such as work 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

employee-owned

Updates

Marquette Joins in Founding of Investment Consultants Sustainability Working Group (ICSWG-US)
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Sustainable Investing Post-COVID Views Featured in Benefits Magazine
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420+

clients

100+

employees

1As of June 30, 2020 per P&I Daily 2020 Investment Management Consultants Survey ranked by worldwide institutional assets under advisement 2As of December 31, 2020 3Client retention rate calculated from 2011–2020

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