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Q1 2022 MARKET INSIGHTS VIDEO

Coming April 26th

Details


INDEPENDENT INVESTMENT CONSULTING

Marquette Associates provides our clients with independent and thoughtful
investment guidance.

More about Marquette


CHART OF THE WEEK

Buy Land, They’re Not Making It Anymore

More chart of the week posts


UPDATES

2022 Update from Leadership
Learn more >

Nat Kellogg Quoted on Post-Pandemic Hedge Fund Expectations
Learn more >

IIDC Commitment to Firm Diversity Data Reporting
Learn more >

See all updates

04.06.2022


Q1 2022 MARKET INSIGHTS VIDEO



— COMING APRIL 26th — This video will feature an in-depth analysis of the first
quarter’s performance by Marquette’s research…



Watch video

03.23.2022


THE RISING POSSIBILITY OF RECESSION



Over the last several weeks, the risk of an economic downturn in the United
States has increased with inflation continuing…



Read article

03.01.2022


OCIO MOMENTUM CONTINUES



One of the most significant evolutions in our business over the last decade has
been the growth of our Outsourced…



Read article


INDEPENDENT EXPERTISE

Completely independent investment expertise enables Marquette to place client
interests at the center of everything we do. With 100% employee ownership and
over 30 years of experience, our approach brings together the real-world
experience of our people and our dedication to creativity and critical thinking
in order to empower our clients to meet their goals.

View our expertise
 * Corporate
 * Endowments & Foundations
 * Healthcare
 * Public Funds
 * Private Clients
 * Religious
 * Sustainable Investing
 * Taft-Hartley


SERVICES

Investment Consulting

Defined Contribution Consulting

Outsourced CIO

Private Client Consulting

See all services


FEATURED EXPERTS

Previous


TIM FALLON, CIMA® | MANAGING DIRECTOR



Tim is a managing director at Marquette with over 30 years of investment
experience.

Get to know Tim Meet the team


NICHOLE ROMAN-BHATTY, CIMA® | MANAGING PARTNER



Nichole leads the firm’s religious services practice area and is also the
founder and co-lead of the sustainable investing group.

Get to know Nichole Meet the team


MIGUEL ZARATE | CHIEF OPERATING OFFICER, MANAGING DIRECTOR



Miguel serves as Marquette's chief operating officer and leads the firm's
Taft-Hartley practice area.

Get to know Miguel Meet the team


KWEKU OBED, CFA, CAIA | MANAGING DIRECTOR



Kweku chairs the firm’s defined contribution services committee and serves on
Marquette's board of directors.

Get to know Kweku Meet the team


BRIAN WRUBEL | CHIEF EXECUTIVE OFFICER



Marquette's CEO, Brian has been with the firm for over 30 years and serves as
the chairman of the firm's board of directors and executive committee.

Get to know Brian Meet the team


JAMES R. WESNER, CFA | MANAGING DIRECTOR



James is a managing director for Marquette and leads the firm's endowments &
foundations practice area.

Get to know James Meet the team


TOM SALEMY, CFA, CAIA | MANAGING DIRECTOR



Tom is a managing director for Marquette and serves on the firm’s executive
committee.

Get to know Tom Meet the team


DAVID H. SMITH, CFA | MANAGING DIRECTOR



Dave is a managing director at Marquette and leads the firm's healthcare
practice area.

Get to know David Meet the team


AIMEE O’CONNOR, CFP® | MANAGING PARTNER



Aimee is an investment consultant at Marquette with a focus on endowments, RIAs,
family offices, and high net worth clients.

Get to know Aimee Meet the team


TIM BURDICK, CFA | MANAGING DIRECTOR



Tim is a managing director for Marquette and serves on the firm’s board of
directors.

Get to know Tim Meet the team
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400+

Clients1


99%

Client retention rate2


100%

Employee-owned


LEARN HOW OUR EXPERTS IMPROVE INVESTMENT GUIDANCE.

Contact us

04.06.2022

In this #chartoftheweek, Senior Research Analyst Brett Graffy, CAIA assesses the
residential #realestate market as… https://t.co/2XmGOU40Qr

1Data as of June 30, 2021 2Client retention rate calculated from 2011-2020


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