Marquette Associates

Investment consulting for institutional clients

Chicago, Illinois, United States

About Marquette Associates

Marquette Associates provides investment consulting and advisory services primarily for institutional clients, such as pension plans, endowments, and foundations. The firm develops personalized investment strategies and manages portfolios by conducting in-depth research and analysis to help clients understand and navigate complex financial situations, including potential economic downturns. Unlike many competitors, Marquette focuses on building long-term relationships with clients, emphasizing fiduciary responsibility and high client retention rates. The company's goal is to be a trusted partner in investment management, delivering tailored solutions that meet the specific needs of each client.

Chicago, IllinoisHeadquarters
1986Year Founded
VENTURE_UNKNOWNCompany Stage
Fintech, Financial ServicesIndustries
51-200Employees

Benefits

Health Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
401(k) Company Match
Hybrid Work Options
Unlimited Paid Time Off
Paid Holidays
Wellness Program
Tuition Reimbursement
Company Equity

Risks

Robo-advisors offering low-cost services threaten Marquette's market share.
Fee compression in the industry pressures Marquette's revenue model based on assets advised.
Regulatory changes in fiduciary standards could impact Marquette's operations and compliance.

Differentiation

Marquette offers personalized investment strategies tailored to institutional clients' unique needs.
The firm conducts thorough research to navigate complex financial landscapes for clients.
Marquette aligns its revenue model with client success, earning fees based on assets advised.

Upsides

Growing demand for ESG investing aligns with Marquette's personalized strategy approach.
Interest in alternative investments offers Marquette opportunities for client portfolio diversification.
Advancements in AI enhance Marquette's ability to provide accurate investment predictions.