Investment Consulting
Guidance for client investment decisions and portfolios.
Marquette Associates
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About Marquette Associates
Independent investment consulting is the focus of Marquette Associates, which provides investment guidance to clients. Its services include investment consulting, defined contribution consulting, outsourced chief investment officer services, and private client consulting. The firm also offers independent investment expertise supported by research, market insights, and guidance across areas such as alternative investments, commodities, and retirement plans. Marquette serves clients through a team of investment professionals, including specialists in nonprofit, healthcare, Taft-Hartley, and defined contribution work. The firm is 100% employee-owned and has 40 years of experience. Marquette Associates is located in Chicago, United States.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Marquette Associates and not provided by the business.
At a glance
- Team
- The firm is 100% employee-owned.
- Independent investment consulting
- 100% employee-owned
- 40 years of experience
From www.marquetteassociates.com, checked 22 Oct 2026. Only what the business states on its own website.
Services
- Investment Consulting Institutional investment program consulting
- Defined Contribution Consulting Defined contribution plan governance and monitoring
- Outsourced CIO Outsource institutional investment decision making
- Private Client Consulting Family office and high-net-worth investment consulting
- Asset Allocation Identify a portfolio for the client’s situation
- Investment Policy Investment guidelines
- Fiduciary Education Investment decision education
- Investment Systems Review Review of the current investment program
- Portfolio Monitoring Independent performance measurement
- Investment Manager Search Search for traditional and alternative investment managers
- Fee Negotiation Negotiate investment manager, custodian and recordkeeper fees
- Trading Cost Oversight Monitor trading costs and portfolio activity
As listed by Marquette Associates. Prices as published by the business and may change.
Services & specialities
Highlights
Defined Contribution
Consulting for defined contribution plans and services.
Outsourced CIO
Outsourced chief investment officer services for clients.
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