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Private Clients

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.

Focused institutional approach to private clients

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:

Asset Allocation

Customize the most appropriate portfolio for your unique situation.
Investment Policy

Develop disciplined investment guidelines to help control portfolio risk.

Tax Awareness

Assist clients to invest in tax-efficient investments, tax loss harvesting opportunities, and capital gains strategies.
Education and Family Governance

Facilitate family education, legacy planning, and gifting strategies.

Investment Systems Review

Transfer the details of your current investment program for a comprehensive portfolio “health” check-up.
Portfolio Monitoring and Reporting

Monitor investment program and report investment performance.

Investment Manager Search

Provide investment manager search, selection, and monitoring to improve the quality of your investment program.
Cost Control

Leverage Marquette’s size to reduce investment manager fees, custodial expenses and trading costs.