Nat Kellogg, CFA
President, Director of Manager Search
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.
Equity market strength through the third quarter continues to challenge the common expectation going into the year. Cumulatively through September…
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