Marquette Associates is an investment consulting firm established in 1986 that serves over 425 institutional clients with a 99% retention rate. The firm operates as a 100% employee-owned business across five offices in Chicago, Baltimore, Milwaukee, Philadelphia, and St. Louis, maintaining independence in its advisory practice across four decades of activity.
The firm provides institutional and private clients with defined contribution consulting, outsourced chief investment officer services, private client advisory, and sustainable investing expertise. Its client base spans pension funds, endowments, foundations, healthcare organizations, public funds, corporate entities, and religious institutions, each supported through comprehensive investment strategy and governance frameworks.
Structured as an independent advisory practice, Marquette Associates operates without external ownership constraints, allowing alignment of client and firm interests. The employee ownership model and sustained client retention metrics reflect operational stability and continuity in advisory relationships, key considerations for institutions evaluating long-term consulting partnerships and transition planning.
