Operose Advisors LLC was founded in 2017 with the sole objective to create a wealth management firm based on institutional principles. Operose was formed in partnership with Marquette Associates, Inc. an independent and institutional consulting firm, to provide small/mid-market clients with access to institutional quality investment consulting and advisory services.
Operose delivers an institutional approach to individuals, families, trusts and closely held businesses with planning, execution, and feedback of investment programs. This includes investment policy development, asset class assessment, investment manager search & selection, portfolio construction, robust reporting, and accountability. Our mission is grounded in our commitment to investment excellence, exceptional client service, and growth across all facets of our business.
We believe in selecting investments and allocating capital in a patient and differentiated manner. This disciplined approach allows us to understand each client’s unique investment needs and risk tolerance to construct portfolios that are based on desired outcomes, clear objectives, and liquidity requirements.