Endowments & Foundations

Marquette Associates serves more than 120 endowment, foundation and nonprofit clients based on over three decades of eleemosynary experience. Our unique insights into the guidance of eleemosynary assets result from both careful research and a team of investment professionals with practical work experience at mission-based organizations and investment firms.

Our hands-on approach to customizing investment programs balances the use of traditional and alternative investments while factoring in the demands of an institution’s spending policy, cash flow needs, and operating budget. Our asset allocation modeling helps identify the specific portfolio risks that impact spending and long-term asset growth.

Although portfolios are benchmarked against peer groups, Marquette never uses a “one-size-fits-all” approach. Each investment program is specifically tailored to an organization’s unique mission and operating situation.

Endowments & Foundations Investment Expertise

  • Endowment
  • Foundation
  • Defined contribution
  • Operating/reserve

Featured Experts

Tim Fallon, CIMA® | Managing Director

Tim is a managing director at Marquette with over 30 years of investment experience.

James R. Wesner, CFA | Managing Director

James is a managing director for Marquette and leads the firm's endowments & foundations practice area.

Tom Salemy, CFA, CAIA | Managing Director

Tom is a managing director for Marquette and serves on the firm’s executive committee.

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