Marquette Associates, Inc.

Investment Strategy

Marquette Associates provides both non-discretionary and discretionary investment consulting services. Their approach focuses on comprehensive asset allocation modeling, manager search and oversight, and performance reporting tailored to each client’s objectives and constraints. The firm emphasizes individualized strategies, considering client risk tolerance, liability needs, and return expectations. As fiduciaries, they center their process on placing clients’ interests first through independent, unbiased advice, cost negotiation, and ongoing research-driven recommendations. Marquette does not participate in wrap-fee programs or accept soft dollar payments, supporting an objective, conflict-free philosophy. Their clients span institutions, individuals, family offices, and charitable organizations, each benefitting from Marquette’s research-driven, customized, long-term relationship approach.