About Marquette associates
Marquette Associates: Providing Independent and Thoughtful Investment Guidance
Marquette Associates is a leading investment consulting firm that provides independent and thoughtful investment guidance to its clients. The company has been in business for over 30 years, serving institutional investors such as pension funds, endowments, foundations, and family offices.
At Marquette Associates, the team of experienced professionals works closely with clients to understand their unique needs and objectives. They provide customized solutions that are tailored to each client's specific situation. The company's approach is based on a deep understanding of the markets and a commitment to delivering superior results.
Investment Consulting Services
Marquette Associates offers a wide range of investment consulting services designed to help clients achieve their financial goals. These services include:
1. Investment Policy Development: Marquette Associates helps clients develop an investment policy statement that outlines their objectives, risk tolerance, asset allocation strategy, and other key factors.
2. Asset Allocation Strategy: The company provides guidance on how to allocate assets across different classes such as equities, fixed income securities or alternative investments.
3. Manager Selection: Marquette Associates conducts rigorous due diligence on managers before recommending them for client portfolios.
4. Performance Monitoring: The firm monitors portfolio performance regularly against benchmarks set by the client's investment policy statement.
5. Risk Management: Marquette Associates helps clients manage risk by identifying potential risks in their portfolios and developing strategies to mitigate them.
6. Fiduciary Oversight: As fiduciaries themselves under ERISA regulations (Employee Retirement Income Security Act), they provide oversight over other fiduciaries involved in managing your plan assets like custodians or recordkeepers.
Why Choose Marquette?
There are several reasons why investors choose Marquette Associates for their investment consulting needs:
1) Independence - Unlike many other firms in the industry who may have conflicts of interest due to selling proprietary products or receiving commissions from third parties; at Marquette they do not sell any products nor receive any commissions from third parties so they can offer unbiased advice solely focused on your best interests.
2) Experience - With over 30 years of experience working with institutional investors across various market cycles; you can trust that they have seen it all before when it comes down investing challenges.
3) Customized Solutions - At Marquette associates every solution is tailored specifically for each client’s unique situation rather than offering cookie-cutter solutions which may not be suitable for everyone.
4) Thought Leadership – Their team members frequently publish research papers about current market trends which shows thought leadership within the industry.
5) Client Service – They pride themselves on providing exceptional customer service throughout every step of the process.
Conclusion
In conclusion, if you're looking for an independent partner who can help guide your investments towards achieving your financial goals then look no further than Marquette associates! With decades worth of experience working with institutional investors across various market cycles; you can trust that they have seen it all before when it comes down investing challenges while providing customized solutions tailored specifically towards each individual client’s unique situation without any conflicts of interest nor hidden agendas!