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Investments
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With access to our solutions and investment strategies, we can design and manage an investment portfolio for your clients, or you can manage the portfolios yourself.

Our investment offering and resources include:

  • Economic and market outlook commentary to share with clients
  • Portfolio manager research including rigorous due diligence to identify superior managers
  • Professional management of portfolios that are broadly diversified, monitored, managed and rebalanced when necessary
  • Model portfolios, which are broadly diversified, high-quality portfolios
  • Diversified equity and fixed income strategies designed to complement balanced models in other accounts
  • Custom portfolios that are advisor-directed and managed to fit a client’s needs plus separately managed accounts

Mariner Platform Solutions offers additional advisory solutions for building comprehensive wealth plans for clients including insurance, tax planning and preparation, trust services and retirement planning solutions.

Start Growing with Mariner Platform Solutions

If you are considering breaking away and are interested in learning more about Mariner Platform Solutions, get in touch.

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