Well-researched recommendations

Marquette Associates begins each client relationship with a complete investment systems review that examines the current program in depth. At the conclusion of the review process, Marquette presents the appropriate governing committee with well-informed recommendations on potential improvements and a plan for their implementation.

Our written report includes:

• Investment policy guidelines
• Asset allocation
• Liability analysis
• Spending analysis
• Portfolio structure
• Diversification based on underlying holdings
• Historical performance
• Cost structure
• Custodial & recordkeeping assessment
• Income generating services