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 claims compliance with the Global Investment Performance Standards (GIPS®).1 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.

1GIPS® is a registered trademark of the CFA Institute. The CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. For additional information or to obtain GIPS-compliant performance information for the firm’s strategies, please contact us using the Contact page.

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