Marquette Asset Management LLC

Marquette Asset Management LLC

Marquette Asset Management LLC

Overview
Date Founded

1976

Headquarters

60 South 6th Street,Suite 3900,Minneapolis, MN 55402-4439

Type of Company

Private

Employees (Worldwide)

10

Industries

Investment Services & Portfolio Management

Company Description

Marquette Asset Management employs sophisticated modeling tools to identify the optimal asset allocation for each client. Portfolios may include one or a combination of the following: US large-cap growth stocks, US large-cap value stocks, US small-cap stocks, US mid-cap stocks, international equities, US Government bonds, US corporate bonds and US municipal bonds. The firm utilizes both internally and externally managed investment strategies.The firm's growth strategy seeks superior after-tax returns and above-average capital growth. Marquette uses quantitative and fundamental analysis to identify large-cap companies with above-average growth rates relative to their current market price. Their disciplined valuation approach identifies attractive sectors, industries and individual stocks. Marquette's process begins with an initial universe of about 900 large-cap issues which are screened for attractive price-to-earnings-to-growth ratios and superior long term growth rates within the sector and industry. The firm then conducts fundamental analysis of each company's financial strength and industry leadership. Sector weightings range from 50% to 200% of the Russell 1000 Growth Index sector weighting.Marquette's dividend equity strategy seeks superior after-tax returns while providing a predictable income stream. The strategy invests in high quality, high-yield, value-oriented companies that have increasing dividends and strong cash flow. The firm's investment selection process begins with an initial universe of about 2100 NYSE listed securities. They seek to identify 50 companies that meet the following criteria: (1) are in the top half of dividend paying companies (2) are in the lower half of price-to-earning ratio (3) have a debt rating of BBB or better (4) have a history of steady, increasing dividends and (5) have adequate free cash flow. The firm applies sector limits and employs fundamental analysis of each company's financial strength and industry leadership.The firm's Fed Focused Strategy seeks superior long-term, risk-adjusted returns through investments in a concentrated portfolio of companies that are well-positioned to capitalize on an expanding economy. The strategy focuses on the aerospace, automotive, electronics, technology, home builders and airlines sectors. Marquette pays close attention to the monetary policies and the intent of the Federal Reserve Board and uses a proprietary liquidity algorithm to evaluate economic cycles. When conditions are not conducive for growth, the firm reduces their exposure to the companies in the portfolio and increases their cash position. Individual securities are selected through a fundamental process that evaluates the company's leadership within its industry, balance sheet strength and historical performance in expanding markets.Marquette's fixed-income strategy seeks steady income, predictable returns and protection against loss of principal. Investments include tax-free or taxable bonds depending on the tax status of the account and the client's marginal tax rate. The firm evaluates credit quality, liquidity, maturity, geography, structure and tax status. Municipal bonds are often employed.

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Executives & Employees

Co-Founder

Managing Director & Chief Investment Officer

Managing Director

Managing Director

Senior Vice President-Business Development

Vice President, Investments & Planning

Vice President

Client Service Associate

Operations Specialist

Board of Directors

Former Chief Operating Officer at Marquette Financial Companies

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