Marquette Associates’ wealth advisement services enable family offices and high net worth individuals to delegate control of the three key factors that lead to successful investment programs and fiduciary responsibility — risk, quality and cost.
Marquette provides wealth advisement services to more than 30 clients with assets of over $6.6 billion as of December 31, 2018 using a framework based on our institutional consulting approach proven over more than 30 years. Marquette helps family offices and high net worth individuals delegate fiduciary duties with a customizable discretionary framework that includes:
Learn more about our private client consulting services:
Download our Private Client Consulting Services BriefBank 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 >CHICAGO, IL, February 13, 2019 – Marquette Associates, Inc. today announced plans to expand its wealth consulting offerings with an…
Read the full article >Live Webinar – Thursday, April 18, 2019 – 1:00-2:00 PM CT
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 Burdick is a managing director for Marquette Associates and serves on the firm’s board of directors. An owner of...
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