We support financial professionals with asset management services with a focus on helping them serve clients, grow their business and increase their revenue. Through our fee-based platform, we offer:. Mariner Wealth Advisors is a multidisciplinary financial services firm serving a broad range of people with creative solutions, with a broad reach and deep resources to better serve you.
The Mariner Wealth Advisors family specializes in wealth advice, retirement solutions, investment banking, business valuation and forensics and business advisory services for middle market companies.
The Mariner Wealth Advisors family specializes in wealth advice, retirement solutions, investment banking, business valuation and forensics and business advisory services for middle market companies.
Services
At Mariner Wealth Advisors, we support your clients as they plan for the future. Our team of experienced professionals focuses on delivering customized solutions specifically designed to help clients achieve their long-term financial goals. We pride ourselves in being flexible with our investment plans.
Our investment management approach is derived from Modern Portfolio Theory. We strive to create portfolios that are well diversified, developed and managed according to specific investor risk profiles. We utilize consistent processes that are aimed at selecting and monitoring investment vehicles with sound management styles, clear investment approaches and solid underlying fundamentals.
We offer a comprehensive, flexible and objective approach to investment management. Our clients are supported by a wide range of asset management services, including individual security analysis and portfolio management, performance reporting, tax reporting and research services. We emphasize versatility and customization as we structure client portfolios.
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