Investment Solutions for Wealth Advisors

Investments
Contact Us

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

Economic and market outlook commentary to share with clients

Portfolio manager research

Portfolio manager research including rigorous due diligence to identify superior managers

Professional management

Professional management of portfolios that are broadly diversified, monitored, managed and rebalanced when necessary

Model portfolios

Model portfolios, which are broadly diversified, high-quality portfolios

Diversified equity and fixed income strategies

Diversified equity and fixed income strategies designed to complement balanced models in other accounts

Custom portfolios

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.

 

Learn more about all our wealth advisor support services:

Challenges financial advisors face

Your Toughest Challenges, Solved.

12 challenges advisors face & how to overcome them.

Subscribe to Our Email List

Quarterly newsletter, webinar invites and other resources for advisors delivered to your inbox.

Newsletter Signup (Inline)