Discretionary Consulting

DeMarche offers four turnkey strategies for clients interested in an outsourced, manager-of-managers solution.


The pressure to seek greater absolute returns combined with expanding regulations and increasingly complex investment strategies has led many institutional investors to retain a discretionary consultant for help. DeMarche has been assisting clients with their investment outsourcing needs since 2003.

We have created turnkey fund-of-funds services for Small Cap, Core Alternatives, Dynamic Fixed Income, and Global Tactical Asset Allocation (GTAA).


Institutional Investment Management Focus Team |  Discretionary Consulting

Mark A. Andes

Manager of Investment Research & Alternative Assets and Consultant

James F. Dykstal, CFA

Senior Consultant

Brooke M. Garcia, CFA

Client Portfolio Manager, Consultant

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Houston C. McConnell, CFA

Senior Analyst, Investment Manager Research

Travis C. Newman

Senior Consultant

Ryan M. Pickert

Consultant, Client Development

Julie A. Smith

Senior Analyst, Investment Manager Research

Adam J. Strumpf

Senior Consultant

Peg Vanwagoner

Senior Consultant

Dan J. Venker

Analyst, Investment Manager Research

Thomas C. Woolwine

Vice Chairman

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