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 Thursday, August 11th, Evan Frazier, CFA, CAIA will be speaking at Markets Group’s Private Wealth Midwest Forum…
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 >On Thursday, October 22nd, Marquette will be participating in, “RESILIENCE: Thriving in Extraordinary Times,” a virtual forum hosted by The Family…
Read the full article >On May 14, Aimee O’Connor, CFP®, was quoted in a FundFire article on the growth of Registered…
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 >In June of 2019, we published our first paper on the SECURE Act, “Securing Retirement through the…
Read the full article >Our Alternatives 101 video series covers each of the major alternatives asset classes, with guidance provided by several of Marquette’s…
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 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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