Marquette Associates’ private client consulting group partners with family offices and high-net-worth individuals to focus on the three key factors that lead to a successful investment program — risk, quality and cost.
Marquette’s Form CRS is available for download here.
Marquette provides investment consulting services to private clients, families, and family offices. We help family offices and high-net-worth individuals with a variety of backgrounds and goals design a framework that includes:
On Tuesday, October 29, Ryan P. Tracy, CFP® will be speaking at the 8th Annual Private Wealth Mountain…
Read the full article >On Thursday, September 5, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted by…
Read the full article >On Tuesday, August 14, Evan Frazier, CFA, CAIA will be speaking at the 8th Annual Private Wealth…
Read the full article >On Wednesday, July 24, Ryan P. Tracy, CFP® will be speaking at the Denver Private Active Exchange hosted…
Read the full article >Watch the flash talks from Marquette’s 2023 Investment Symposium livestream on September 15 in the player below — use the upper-right…
Read the full article >On Thursday, September 28, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted…
Read the full article >On Thursday, September 21, Ryan P. Tracy, CFP® will be speaking at the Private Wealth Mountain States Forum…
Read the full article >On Wednesday, August 9, Evan Frazier, CFA, CAIA will be speaking at the Private Wealth Midwest Forum…
Read the full article >This video is a recording of a live webinar held October 27th by Marquette’s research team, featuring in-depth analysis of…
Read the full article >Aimee is a managing partner at Marquette with over 20 years of investment experience.
Tom Salemy is a managing director for Marquette Associates and serves as the primary investment consultant on several client relationships.
James is a managing director for Marquette and has over 20 years of investment experience.
Tim is a managing director for Marquette and serves on the firm’s board of directors.
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