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.
03.26.2024
Is a recession coming to the U.S.? It’s a question that has been asked since 2022, as the Fed’s rapid…
01.18.2024
After ending 2023 with a steep market rally, 2024 began on a more muted note, with Fed-pivot exuberance giving way…
12.21.2023
Late last year we authored an article detailing the growing differences between the high yield and leveraged…
10.26.2023
Coming into 2023, investors were cautiously optimistic about 2023 market returns; cautious considering the broad losses across asset classes during…
10.12.2023
Equity market strength through the third quarter continues to challenge the common expectation going into the year. Cumulatively through September…
09.27.2023
The federal government will shut down if Congress is unable to pass funding legislation by October 1, and a bill…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >