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 provides investment consulting services to private clients, families, and family offices. With assets over $12 billion, Marquette helps family offices and high-net-worth individuals design a framework that includes:
CHICAGO, IL, February 13, 2019 – Marquette Associates, Inc. today announced plans to expand its wealth consulting offerings with an…
Read the full article >In June of 2019, we published our first paper on the SECURE Act, “Securing Retirement through the…
Read the full article >Live Webinar – Thursday, October 24, 2019 – 1:00-2:00 PM CT Please…
Read the full article >Our Investing 101 video series covers the fundamentals of investing. This series aims to create a knowledge base for trustees,…
Read the full article >Bank loans represent a key strategic asset class for most institutional investors’ fixed income portfolios. Some of the critical benefits…
Read the full article >Global equity markets declined in May on a flurry of geopolitical news. As tensions persist, stocks are grasping to sustain…
Read the full article >On May 23rd, with overwhelming bipartisan support, the Setting Every Community Up for Retirement Enhancement Act (SECURE…
Read the full article >Municipal bonds remain attractive and still make sense for high net worth investors on a go-forward basis…
Read the full article >We recently penned a letter outlining how the Tax Code changes may impact capital market expectations. Although the changes to…
Read the full article >Tim is a managing director for Marquette Associates and serves on the firm’s board of directors.
James is a managing director for Marquette and serves on several of the firm’s committees.
Tom is a managing director for Marquette and serves on the firm’s executive committee.
Aimee is an investment consultant at Marquette with a focus on endowments, RIAs, family offices, and high net worth clients.
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >