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 (OCIO) services using a framework based on our traditional investment consulting approach proven over more than 35 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 and serves on the firm’s board of directors.

Linsey Schoemehl Payne | Chief Compliance Officer, Managing Partner

Marquette's CCO, Linsey serves on the firm's board of directors and co-leads the Sustainable Investing Group.

Greg Leonberger, FSA, EA, MAAA, FCA | Director of Research, Managing Partner

Marquette's Director of Research, Greg is a fully credentialed actuary and has over 20 years of investment experience.

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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