Marquette Associates, Inc.

Peirce Park Group, Inc. is a Registered Investment Adviser founded in 1988 and based in West Chester, Pennsylvania. The firm specializes in offering investment consulting services to institutions, individuals, families, trusts, and charitable organizations. They provide both non-discretionary and discretionary investment consulting services, with a focus on asset allocation modeling, manager selection, performance reporting, and custom benchmark development. Clients can impose reasonable restrictions on their accounts, and the firm has the authority to rebalance accounts and hire/fire third-party managers. PPG does not participate in wrap fee programs or accept soft dollar payments. They manage client portfolios on a discretionary basis and offer investment supervisory services. As of December 31, 2024, PPG had $459,626,445 in client assets under management on a discretionary basis. Fees are charged as a flat fee, a percentage of assets under management, or at an hourly rate, with flat fees ranging from $12,500 to $124,714 per year. PPG does not charge performance-based fees and serves a range of clients without a minimum account size requirement. The firm conducts thorough analysis and offers customized investment advice, considering factors like risk tolerance and return expectations. PPG's investment strategies include asset allocation studies and rigorous analysis to achieve client goals. Clients are advised on various risks associated with investments, such as management risks, equity market risks, fixed income risks, foreign securities risks, and private funds risks. PPG does not have any disciplinary events to report and does not compensate for client referrals. The firm maintains custody of certain client assets and offers discretionary outsourced investment services for clients who want to delegate decision-making authority. Clients retain responsibility for voting proxies on their securities. PPG has a Code of Ethics in place to ensure compliance with securities laws and ethical standards.