Overview

Marquette Associates provides investment consulting services to institutional clients such as public and private pension plans, endowments, foundations, and other long-term investors. Its core offering is personalized investment strategies and portfolio management delivered through thorough research, market analysis, and proactive scenario planning (including recession assessment) to help clients navigate complex financial environments. The firm charges fees based on assets under advisement, aligning its revenue with client performance. A hallmark of Marquette is its high client retention and fiduciary responsibility, underscoring a focus on trusted, long-term partnerships. The goal is to be a reliable, trusted partner that delivers effective and tailored investment programs rather than pursuing the largest size in the market.