The Institutional Investing Diversity Cooperative (IIDC), of which Marquette is a founding member, announced yesterday that…
On May 14, Aimee O’Connor, CFP®, was quoted in a FundFire article on the growth of Registered Investment Advisor (RIA) service offerings in the investment consulting industry.
In the article, Consultants’ Latest Target? RIAs in Need of Investment Help, Aimee commented on the area as being a competitive market and added that, “The more consultants try to swim in the private client, high-net-worth area, the easier it is to leverage what they already have internally. It’s a natural extension.” Marquette began servicing RIA clients in 2017; for more information, please reach out to Aimee or by using our contact page.
To read the article, visit the Fund Fire website (subscription required).
Announced last week, Managing Partner Glenn E. Ross has been named to Chief Investment Officer’s 10th annual list…
Announced today, Marquette has joined thirteen institutional investment consulting firms in the U.S. in establishing the Investment Consultants Sustainability Working…
An article by Marquette investment consultant and managing partner Linsey Schoemehl Payne was featured in the April 2021 edition…
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