Investment Consulting Services
Services
Marquette Associates' three-point investment consulting approach helps institutions control the key factors that lead to successful investment programs and fiduciary responsibility – risk, quality and cost – by providing carefully researched advice on each point.

Risk

Quality

Cost

  • Fee negotiation
    • Actively negotiate optimal investment manager, custodian and recordkeeper fees
  • Trading cost oversight
    • Monitor investment manager trading costs, soft dollars, portfolio rebalancing and transition events
Retainer clients benefit from not just the services above – but also special projects support to handle the ad hoc tasks needed to keep investment programs on track.