Marquette and Associates is a firm that provides financial advisor, consulting services, investment management, third party administration, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, Missouri, and Indiana (although they are present in other states as well).
Most Marquette and Associates clients are health and welfare funds and grantmaking foundations with revenues ranging from $13 million to $175 million.
Previous legal names, trade names, or just variations of their name include: Marquette Associates.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | NECA-Ibew Welfare Trust Fund | 501(c)(9) | Decatur, IL | ||
| 2 | Illinois College of Optometry (ICO) | 501(c)(3) | Chicago, IL | ||
| 3 | Ymca of the USA | 501(c)(3) | Chicago, IL | ||
| 4 | Children's Wisconsin / Children's Hospital and Health System Inc | 501(c)(3) | Milwaukee, WI | ||
| 5 | Aurora Health Care | 501(c)(3) | Milwaukee, WI | ||
| 6 | Clowes Fund | 501(c)(3) | Indianapolis, IN | ||
| 7 | Methodist Jennie Edmundson Hospital | 501(c)(3) | Council Bluffs, IA | ||
| 8 | Nebraska Methodist Health System | 501(c)(3) | Omaha, NE | ||
| 9 | Baltimore Symphony Orchestra | 501(c)(3) | Baltimore, MD | ||
| 10 | Neca IBEW Family Medical Care Trust Fund | 501(c)(9) | Rockville, MD | ||
| ... | and 64 more Marquette and Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Marquette and Associates in the nonprofit sector include Minnesota Life Insurance Company, Benefit Plans Admin Services, Inc., Morningstar, CBIZ Retirement Plan Services, US Bank, Adp, Capfinancial Partners, LLC, MML Investors Services, Lincoln Financial Advisors, and Kibble and Prentice.
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