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Marquette Associates: fornire una guida agli investimenti indipendente e ponderata
Marquette Associates è una delle principali società di consulenza sugli investimenti che fornisce una guida agli investimenti indipendente e ponderata ai propri clienti. La società è in attività da oltre 30 anni, al servizio di investitori istituzionali come fondi pensione, fondi di dotazione, fondazioni e family office.
In Marquette Associates, il team di professionisti esperti lavora a stretto contatto con i clienti per comprendere le loro esigenze e obiettivi unici. Forniscono soluzioni personalizzate che sono adattate alla situazione specifica di ogni cliente. L'approccio dell'azienda si basa su una profonda conoscenza dei mercati e sull'impegno a fornire risultati superiori.
Servizi di consulenza per gli investimenti
Marquette Associates offre una vasta gamma di servizi di consulenza sugli investimenti progettati per aiutare i clienti a raggiungere i loro obiettivi finanziari. Questi servizi includono:
1. Sviluppo della politica di investimento: Marquette Associates aiuta i clienti a sviluppare una dichiarazione sulla politica di investimento che delinei i loro obiettivi, la tolleranza al rischio, la strategia di asset allocation e altri fattori chiave.
2. Strategia di asset allocation: la società fornisce indicazioni su come allocare gli asset tra diverse classi come azioni, titoli a reddito fisso o investimenti alternativi.
3. Selezione dei gestori: Marquette Associates conduce una rigorosa due diligence sui gestori prima di consigliarli per i portafogli dei clienti.
4. Monitoraggio delle prestazioni: l'azienda monitora regolarmente le prestazioni del portafoglio rispetto ai parametri di riferimento stabiliti dalla dichiarazione sulla politica di investimento del cliente.
5. Gestione del rischio: Marquette Associates aiuta i clienti a gestire il rischio identificando i potenziali rischi nei loro portafogli e sviluppando strategie per mitigarli.
6. Supervisione fiduciaria: in quanto fiduciari stessi ai sensi dei regolamenti ERISA (Employee Retirement Income Security Act), forniscono supervisione su altri fiduciari coinvolti nella gestione delle risorse del piano come custodi o archivisti.
Perché scegliere Marquetta?
Ci sono diversi motivi per cui gli investitori scelgono Marquette Associates per le loro esigenze di consulenza sugli investimenti:
1) Indipendenza - A differenza di molte altre aziende del settore che potrebbero avere conflitti di interesse a causa della vendita di prodotti proprietari o della ricezione di commissioni da terzi; in Marquette non vendono prodotti né ricevono commissioni da terzi, quindi possono offrire consigli imparziali focalizzati esclusivamente sui tuoi migliori interessi.
2) Esperienza - Con oltre 30 anni di esperienza di lavoro con investitori istituzionali in vari cicli di mercato; puoi fidarti che hanno già visto tutto quando si tratta di sfide di investimento.
3) Soluzioni personalizzate - In Marquette associates ogni soluzione è personalizzata in modo specifico per la situazione unica di ogni cliente piuttosto che offrire soluzioni fatte con lo stampino che potrebbero non essere adatte a tutti.
4) Leadership di pensiero - I membri del loro team pubblicano spesso documenti di ricerca sulle attuali tendenze del mercato che mostrano la leadership di pensiero all'interno del settore.
5) Servizio clienti: sono orgogliosi di fornire un servizio clienti eccezionale in ogni fase del processo.
Conclusione
In conclusione, se stai cercando un partner indipendente che possa aiutarti a guidare i tuoi investimenti verso il raggiungimento dei tuoi obiettivi finanziari, allora non cercare oltre i soci Marquette! Con decenni di esperienza di lavoro con investitori istituzionali in vari cicli di mercato; puoi fidarti che hanno già visto tutto quando si tratta di sfide di investimento fornendo soluzioni personalizzate su misura per la situazione unica di ogni singolo cliente senza conflitti di interesse o programmi nascosti!
marquetteassociates.com
