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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.

Featured Experts

Tim Burdick, CFA | Managing Director

Tim is a managing director for Marquette and serves on the firm’s board of directors.

Get to know Tim Meet the Team

James R. Wesner, CFA | Managing Director

James is a managing director for Marquette and leads the firm's endowments & foundations practice area.

Get to know James Meet the Team

Tom Salemy, CFA, CAIA | Managing Director

Tom is a managing director for Marquette and serves on the firm’s executive committee.

Get to know Tom Meet the Team

Aimee O’Connor, CFP® | Managing Partner

Aimee is an investment consultant at Marquette with a focus on endowments, RIAs, family offices, and high net worth clients.

Get to know Aimee Meet the Team

Expertise

Private Clients

Focused institutional approach to private clients

Featured Content

Build Back Better Act: Proposed Tax Changes by the House Ways & Means Committee Legislative Update

2021 Halftime Market Insights Video

Marquette Speaking at Family Wealth Alliance Virtual 2020 Alliance Fall Forum 10/22

Aimee O’Connor Quoted on RIA Services

2019 Investment Symposium

Marquette Associates Continues to Expand Wealth Consulting Capabilities

Individual Retirement Plans Legislative Update — SECURE Act

Alternatives 101 Video Series

3Q 2019 Market Briefing

Investing 101 Video Series

Featured Experts

Tim Burdick, CFA | Managing Director

James R. Wesner, CFA | Managing Director

Tom Salemy, CFA, CAIA | Managing Director

Aimee O’Connor, CFP® | Managing Partner

Expertise

Private Clients

Focused institutional approach to private clients

Featured Content

Featured Experts

Tim Burdick, CFA | Managing Director

James R. Wesner, CFA | Managing Director

Tom Salemy, CFA, CAIA | Managing Director

Aimee O’Connor, CFP® | Managing Partner

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