Nat Kellogg, CFA
President
At Marquette we work with clients to construct portfolios that minimize risk while generating desired rates of return commensurate with overall program goals. These allocations are strategic in nature and designed to generate acceptable rates of return over long periods of time by assembling a diversified set of asset classes. These allocation decisions are meant for long term performance and, as a result, tend to be fairly static. Allocations are rebalanced to maintain desired risk and return targets but are fairly steady regardless of market conditions.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
02.13.2025
The new year brings a new political administration with fresh approaches and drastically different perspectives on topics ranging from immigration…
01.23.2025
From an investor’s perspective, the current environment feels lot like it did twelve months ago: U.S. equity markets returned over…
12.19.2024
Before the football season began, we authored a white paper that detailed offensive and defensive elements of…
11.25.2024
The 2024 National Football League regular season is at its midpoint, meaning employees in Marquette’s Chicago office are enduring another…
09.19.2024
The Fed turned the page and began lowering interest rates with an outsized 50 bp cut at its September FOMC…
09.05.2024
As the leaves change to autumn and the authors cheer on their Fighting Leathernecks, fall is the perfect time for…
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