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:
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 >On Thursday, August 11th, Evan Frazier, CFA, CAIA will be speaking at Markets Group’s Private Wealth Midwest Forum…
Read the full article >The presentations by our research team from Marquette’s 2022 Investment Symposium livestream on September 23rd are now available. Please feel…
Read the full article >The House Ways and Means Committee released 881 pages of a proposed bill that would make changes to the tax…
Read the full article >This video features an in-depth analysis of the first half of 2021, reviewing general themes from the second quarter and…
Read the full article >Tim is a managing director for Marquette and serves on the firm’s board of directors.
James is a managing director for Marquette and leads the firm's endowments & foundations practice area.
Tom Salemy is a managing director for Marquette Associates and serves as the primary investment consultant on several client relationships.
Aimee is a managing partner at Marquette with over 18 years of investment experience.
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