Скачать или смотреть The Consultant View: Lessons, Recommendations, and Anecdotes

In "The Consultant View: Lessons, Recommendations, and Anecdotes," Marquette's President Nat Kellogg interviews two Marquette consultants, Aimee O'Connor, CFP®, and Mike Piotrowski, CAIA. Aimee works primarily with high net worth, family office, and nonprofit clients, and Mike works as a generalist across various client types. Both are owners at Marquette and bring nearly 20 years of investment experience to their work. The three discuss how client meetings have changed in the post-COVID world, including the immediate effects of going virtual as well as the longer-term impacts including staff and committee turnover, hybrid meeting structure, pre-meeting discussions and preparation, and their preferences for meeting cadence and frequency.

This video is a recording from Marquette's 2023 Investment Symposium livestream. The opinions expressed herein are those of Marquette Associates, Inc. and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Past performance is not indicative of future results. For full disclosure information, please refer to the end of this presentation.

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Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request and on our website. For more information, please visit www.MarquetteAssociates.com.