Recent Research in Action: DeMarche Dashboard August 2023 Balanced Composite | 2023 Q2

An Investment Consulting Firm

Putting Research To Work
Since 1974, our team has been putting research to work to guide our valued clients toward reaching their goals.
Est. 1974

Our Philosophy

Different economies create different investment return environments. Within changing economic markets, certain assets provide performance leadership while others may perform poorly.

DeMarche is driven by proprietary research aimed at improving our clients’ bottom line. We focus our research efforts on a better understanding of capital markets and how they act within different environments – both historical and future.

Analyzing markets historically is relatively easy, but forecasting them in a future context and making appropriate changes in investment strategy is difficult. Our goal is to help clients with those difficult decisions and to focus on risk-adjusted returns and adding value to client portfolios.


Who We Serve


Featured Experts

Ryan M. Pickert

Director of Business Development

Julie A. Smith

Senior Analyst, Investment Manager Research

Mike R. Marsh, CFA

Senior Consultant

Mark A. Andes

Senior Consultant, Manager of Investment Research for Alternative Assets

James F. Dykstal, CFA

Senior Consultant

Adam J. Strumpf, CAIA

Senior Consultant, Chief Compliance Officer, Manager of Investment Research

Donald H. Lennard

Senior Consultant

Peg VanWagoner

Senior Consultant



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DeMarche | We Put Research To Work

Whether you’re an Institution looking for investment services or a Manager looking to contribute to our research program, we’re here to help.