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 12/31/20. The fund's latest filing disclosed 434MM in positions, representing 59% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 12/31/20. The fund's latest filing disclosed 434MM in positions, representing 59% of the manager's regulatory AUM.
MARQUETTE ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MARQUETTE ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHG | 22.41% | ETF | 2.49% | -0.41% | 2 | 4% | ||
| IWF | 9.53% | ETF | 1.81% | -0.23% | 0 | 12% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
MARQUETTE ASSET Portfolio Concentration
MARQUETTE ASSET Location
60 SOUTH SIXTH STREET
SUITE 3900
MINNEAPOLIS, Minnesota
UNITED STATES, 55402
SUITE 3900
MINNEAPOLIS, Minnesota
UNITED STATES, 55402
MARQUETTE ASSET Contact Information
Phone Number: 612-661-3770
Fax Number: 612-661-3737
Website: http://www.marquetteam.com
Fax Number: 612-661-3737
Website: http://www.marquetteam.com
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