 Investment Philosophy  Disciplined Growth Strategy Dividend Equity Strategy Fed Focused® Strategy Fixed Income Strategy Complementary Strategies  |
Investment Philosophy
We design an optimal investment structure for each client situation through a careful asset allocation process and effective portfolio design. We assist our clients in maximizing return at an appropriate level of risk. Diversification and the combination of complementary investment strategies in proper proportions results in an efficient portfolio that can deliver attractive risk adjusted returns. Marquette employs sophisticated modeling tools to identify the optimal asset allocation given your objectives. It is widely accepted that the asset allocation decision explains over 90% of a portfolio’s long-term performance results. Your initial asset allocation will depend largely on your goals, time horizon and risk tolerance. Your asset allocation may include one or a combination of the following components:
The outcome of our assessment and portfolio optimization analysis is presented in a customized Investment Policy Statement (IPS). Your IPS defines your goals, identifies the strategies to be employed, and details how progress will be evaluated. The IPS is reviewed at least annually with you to ensure we remain on course. 
Recognizing that no one firm can do everything well, we utilize both internally and externally managed investment strategies, as appropriate, to best meet a client's particular requirements. And, of course, common sense and discipline remain important touchstones in all that we do. |