MARQUETTE ASSET Overview

Marquette Asset Management Inc. is an investment advisor that manages 738.1 MM dollars in regulatory AUM and has 10 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 228MM in positions, representing 31% of the manager's regulatory AUM.

MARQUETTE ASSET StockAlpha

-2.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MARQUETTE ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHG 17.38% ETF -0.52% -0.37% 2 2%
RPG 16.17% ETF -2.16% -0.61% 5 1%
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FEATURED IN
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MARQUETTE ASSET Founders and Key Employees

Name Title In Position Since
John C. Beuerlein Chairman, Chief Executive Officer & Chief Investment Officer January-2009
Albert J. Colianni Director January-2002
Christopher M. Vernier Managing Director - Investments & Trading May-2014
Jean K. Gullikson Managing Director - Chief Compliance Officer May-2014
Robert J. Rubenstein Managing Director - Client Service & Trust Services August-2005
Valerie A. Thomas Senior Vice President - Client Service May-2014
Matthew E. Carter Director April-2011
William E. Bonds Director February-2011
Adam D. Cox Senior Vice President March-2015
Larry J. West Director September-2012

MARQUETTE ASSET Brokers, Custodians, Auditors and Administrators

Type Company

MARQUETTE ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We utilize several sources of information in our analysis. These include, but are not limited to:
o Research reports on macroeconomic conditions
o Reports on sectors, industries, and individual companies
o Company prepared materials such as annual reports and press releases
o Financial newspapers and magazines
o Data service providers


The types of asset classes utilized include, but are not limited to:
o Equities
o Fixed Income
o Real Assets o Alternatives o Cash


These types of investments are organized into broadly diversified portfolios which are designed to maximize the expected return available for a given level of risk. Our wealth management focus considers a broad group of investments within each asset class in which it invests. Implementing strategies using best-of-class investment options, whether managed directly b...
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MARQUETTE ASSET Portfolio Concentration

MARQUETTE ASSET Location

60 SOUTH SIXTH STREET
SUITE 3900
MINNEAPOLIS, Minnesota
UNITED STATES, 55402

MARQUETTE ASSET Contact Information

Phone Number: 612-661-3770
Fax Number: 612-661-3737
Website:

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Disclaimer

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