Private Client Consulting

Marquette Associates’ private client consulting group partners with family offices and high-net-worth individuals to focus on the three key factors that lead to a successful investment program — risk, quality, and cost.

Marquette’s Form CRS is available for download here.

Focused institutional approach to private clients

Marquette provides investment consulting services to private clients, families, and family offices. We help family offices and high-net-worth individuals with a variety of backgrounds and goals design a framework that includes:

Learn more about our private client consulting services:

Download our Private Client Consulting Services Brief

Featured Experts

Tom Salemy, CFA, CAIA | Managing Director

Tom Salemy is a managing director for Marquette Associates and serves as the primary investment consultant on several client relationships.

Aimee O’Connor, CFP® | Managing Partner

Aimee is a managing partner at Marquette with over 20 years of investment experience.

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