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:
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