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 as of June 30, 2020, Marquette helps family offices and high-net-worth individuals design a framework that includes:
On May 14, Aimee O’Connor, CFP®, was quoted in a FundFire article on the growth of Registered…
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 >CHICAGO, IL, February 13, 2019 – Marquette Associates, Inc. today announced plans to expand its wealth consulting offerings with an…
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 >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.
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