Exceptional Names. Exceptional Quality.

Enjoy a reassuring level of exclusive investment oversight. Marquis Institutional Solutions feature underlying Funds managed by prominent firms which generally serve institutional investors like pension funds, and high net worth clients.

The scope and flexibility to precisely match your objectives.

Balancing opportunity and risk

Marquis Institutional Solutions are carefully constructed to balance opportunity and risk with multi-layered diversification.

Tax-efficiency

Series T option includes tax-efficient return of capital that defers the majority of capital gains.

Stringent monitoring and rebalancing

Marquis Institutional Solutions are regularly monitored and rebalanced to ensure a consistent strategy over time.

Create an Investment Policy Statement

Prepare and keep track of your clients’ Investment Policy Statements and Questionnaires.