Independent fiduciary Position Marquette Associates as a fiduciary, independent investment consultant with a long history and client-centric service approach to open doors for relationship-based upsell opportunities in discretionary and non-discretionary advisory services.

Ownership and autonomy Leverage their employee-owned structure and independence as a differentiator to propose expanded advisory layers, tailored fiduciary governance, and scalable solutions for mid-sized institutions seeking aligned incentives and long-term partnership.

Growth signals Target potential collaboration with larger clients or funds given revenue scale and ongoing talent acquisitions, suggesting joint ventures, research collaborations, or co-managed product offerings to broaden service scope.

Technology enablement Highlight opportunities to deepen tech-enabled research and reporting through their stack (Bloomberg, MSCI, FactSet, OpenResty) by offering enhanced analytics, data integration, and client-facing dashboards to improve transparency and outcomes.

Market engagement Capitalize on recent conference attendance and market insight events to position as a thought leadership partner, proposing white papers, event-driven advisory, and targeted campaigns for Baltimore and other markets they engage with.