How does the advisor help clients – Key Takeaways:
MARQUETTE ASSOCIATES, INC. is a leading financial advisory firm that helps clients achieve their financial goals by providing expert advice and comprehensive services. The following are the key takeaways that highlight how the advisor helps clients:
- Provides personalized financial planning to create strategies tailored to each client’s unique needs and objectives
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, and insurance planning
- Utilizes a disciplined and research-driven approach to ensure the highest level of portfolio management and risk management
- Guides clients through market fluctuations and economic uncertainties to help them make informed and strategic investment decisions
- Committed to maintaining a high level of transparency and communication to build trust and foster long-term relationships with clients
Facts and Insights
Incorporated in 1986, MARQUETTE ASSOCIATES, INC. has been serving clients for over 35 years. With a team of experienced and knowledgeable advisors, the firm has consistently delivered customized solutions to help clients reach their financial goals. Here are some facts and insights that showcase the firm’s success:
- Over $21 billion in assets under management (AUM) as of March 31, 2021
- More than 130 dedicated employees, including 45 CFA charterholders and 9 CAIA charterholders
- Average client relationship of over 15 years
- Recognized as one of the largest investment consulting firms in the Midwestern United States
- Named as an industry leader in ESG (Environmental, Social, and Governance) investing
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $21 billion | over 130 | 35 years |
Financial Services Offered
MARQUETTE ASSOCIATES, INC. offers a comprehensive range of financial services to meet the diverse needs of its clients. The firm’s team of experts brings together their deep industry knowledge and experience to provide the following services:
- Investment Management
- Retirement Planning
- Tax Planning
- Insurance Planning
- Estate Planning
- Risk Management
- Financial Education and Consulting
Client Types
The firm serves a wide range of clients, including individuals, families, institutions, and corporations. Their clients span across various industries and sectors, making them well-equipped to handle diverse financial needs and goals.
Fees & Compensation
At MARQUETTE ASSOCIATES, INC., the fee structure is transparent and flexible. The fees are based on a percentage of AUM or a flat fee, depending on the client’s preference and the services provided. The firm strives to provide value to its clients while keeping the fees competitive.
Background
MARQUETTE ASSOCIATES, INC. was founded in 1986 by Hank Forrest, who currently serves as the CEO and Chairman of the firm. With a vision to provide independent and unbiased financial advice, the firm has grown to become a trusted partner for clients seeking to reach their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, MARQUETTE ASSOCIATES, INC. is held to the fiduciary standard, which means they are legally obligated to act in the best interest of their clients. The firm also has a Code of Ethics and Business Conduct in place to ensure the highest level of integrity and ethical behavior. The firm’s Form ADV, which discloses detailed information about the firm’s services, fees, and business practices, can be found on the website or provided upon request to clients or potential clients.