For more than 30 years, Marquette Associates has served the unique missions of religious institutions and their investment programs. Marquette is actively involved in the religious community as a member of the Resource Center for Religious Institutions, and through client relationships that span denominations, dioceses, and agencies. Marquette has also developed unique insights into sustainable investing and is an affiliate member of the Interfaith Center on Corporate Responsibility.

Religious Investment Expertise

  • Community trusts
  • Operating portfolios
  • Patrimony assets

Featured Experts

Aimee O’Connor, CFP® | Managing Partner

Aimee is a managing partner at Marquette with over 20 years of investment experience.

Linsey Schoemehl Payne | Chief Compliance Officer, Managing Partner

Marquette's CCO, Linsey serves on the firm's board of directors and co-leads the Sustainable Investing Group.

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