Empowering advisors and clients with personalized and customized portfolio management.

Advisors act as fiduciaries – putting our client’s needs first. As a federally registered investment advisor, Mariner acts as a fiduciary to advisors and clients. Our support gives access to an array of resources to help achieve our client’s investment goals and objectives.

Learn More

How We Work

We operate with a commitment to excellence and a client-first mindset.

Our experienced team of professionals has been building investment portfolios for high-net-worth clients since 2010. We know that advisors and clients want to work with experienced people they can trust.

Our core principles guide our actions:

Embody a strong work ethic
Act with integrity and professionalism
Share our knowledge and expertise
Work as an extension of our advisors’ team, always putting the client first

We are committed to truly understanding each client’s unique needs and circumstances. That’s why we collaborate with advisors to develop creative, intentional portfolios to help achieve each client’s goals and objectives.

How We Help Our Clients and Their Advisors

The complexities of modern wealth require modern solutions.

Our team works hand-in-hand with advisors to develop personalized portfolios for clients. We focus on four areas:

Customized Portfolios

In today’s rapidly growing investment universe, we offer specialized advice and multiple strategies for investing. Our collaborative approach enables us to achieve a deep understanding of our clients’ concerns and objectives. With these insights, we create investment strategies and build portfolios customized to our clients’ goals, needs and objectives.

Asset Allocation

We build client portfolios by using multiple categories of investments with varying levels of risk and varying expected rates of return. By evaluating our client’s needs and objectives, we select an asset allocation that fits. This strategy enables clients to diversity among different asset classes, adhere to a disciplined strategy over time, and track progress against goals. It is widely agreed that asset allocation is the most important factor in determining portfolio performance.

Risk Management

We focus on preserving principal and mitigating risk to help protect the wealth our clients have built. We advise on ways to adapt as markets and products change. Our experience enables us to distill complex information and communicate with clients in clear, relatable language to assure investors in all market conditions.

Communication

We view the advisor/client relationship as paramount and treat it with the utmost respect. As with all relationships, communication and support are key. Our team assists clients in achieving their goals and objectives and stands ready to support advisors by answering questions and preparing for client meetings. We strive to do all we can to make the advisor’s life easy and our clients’ experience positive.

Our approach focuses on serving our clients and their advisors, while we deliver portfolio insights and support. Mariner is dedicated to acting as a comprehensive wealth advisor to those we work with.

Wealth on your level. Access to a team of support.