Marquette Wealth Management

Marquette Wealth Management provides financial planning and discretionary investment management to individuals (including high‑net‑worth clients), trusts, private foundations, donor‑advised funds and certain employee benefit plans. The firm typically manages all of a client’s investable assets and integrates retirement, estate, tax and charitable planning into its advice and written Investment Policy Statements.

Portfolios are constructed around goal‑driven, globally diversified asset allocation and implemented with a mix of mutual funds, ETFs, individual securities, fixed income and, where appropriate, real and alternative assets. The firm describes a disciplined, research‑informed process that emphasizes systematic, factor‑based active strategies, uses sub‑advisors when specific capabilities are needed, and monitors portfolios through regular committee review.

Marquette manages roughly $872 million in discretionary assets while operating with a compact advisory staff, producing an unusually high level of AUM per advisor relative to many team firms. The brochure also discloses use of borrowing in client accounts (margin balances are added back into assets for fee calculations), a practice that is less common among peers, and the firm serves as Investment Trust Advisor relationships that often designate Bell Bank as Directed Trustee.