Outsourced CIO

Marquette Associates outsourced CIO services enable institutions to delegate control of the three key factors that lead to successful investment programs and fiduciary responsibility — risk, quality, and cost.

Discretionary Services, Traditional Expertise

Marquette provides outsourced chief investment officer (CIO) services to more than 55 clients with combined assets of over $8.9 billion as of June 30, 2020, using a framework based on our traditional investment consulting approach proven over more than 30 years. Marquette helps institutional investment stewards delegate fiduciary duties with a customizable discretionary framework that includes:

Learn more about our outsourced CIO services:

Download our Outsourced CIO Services Brief

Featured Experts

Tim Burdick, CFA | Managing Director

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

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