Recent Research in Action: Small Capitalizations, Big Opportunities DeMarche Dashboard May 2024

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.

 

Featured Experts

Ryan M. Pickert

Director of Business Development

Julie A. Smith

Senior Analyst, Investment Manager Research

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

Pickert, Ryan
Smith, Julie A.
Andes, Mark A.
Dykstal, CFA, James F.
Strumpf, Adam J.
Lennard, Donald H.
VanWagoner, Peg

 

 

41st Annual DeMarche Client and Investor Conference
September 17-19, 2024

Mark your calendars for the 41st Annual DeMarche Client and Investor Conference on September 17-19 at the Sheraton Overland Park.

Registration for clients and invited guests begins in June

 

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.