Tenured TeamsAccess to Tenured Teams to Grow & Scale Your Business
Through Mariner Platform Solutions, you’ll immediately have access to the leadership team plus experienced professionals across business functions who are here to help you run, grow and scale your business while building your brand.
Head of Mariner Platform Solutions
Managing Director, Corporate Development
Managing Director, Mariner Platform Solutions
Staying up to date on rules and regulations and ensuring you or your firm is following best practice guidelines can be overwhelming and time consuming. Our compliance team will provide investment advisor representative (IAR) compliance and oversight.
Operations and Billing
Operations and billing can take up a large portion of your time, pulling you away from working with clients. Our team manages client onboarding and your operational needs through entire client relationship, including billing and working with custodians.
Tired of worrying about possible data breaches or software updates? Our team provides advisors with specialized technology-oriented solutions helping ensure they have the tools to serve their clients and help protect their personal data.
Whether you’re an established brand with your own website, or an advisor just starting out on your own, our marketing team can help you manage your brand, attract prospects, solidify client communications and develop a strategy that includes creating or enhancing your digital presence.
Advisory Solutions Teams
With access to our investment team, products, solutions and investment strategies, we can design and manage an investment portfolio for your clients, or you can manage the portfolios yourself.
Tax Strategies & Preparation
For advisors who engage with our tax department, our more than 100 CPAs and other experienced tax professionals can assist with proactive tax strategies and advice, and tax preparation and filing.
We help you develop a trust strategy for clients while ensuring their assets are passed according to their wishes in a tax-efficient manner. In addition, your clients can use Mariner Trust Company as a corporate trustee or successor trustee.
Our risk management team can help ensure your clients’ insurance coverage aligns with their goals to protect their family and assets, plus review and recommend products.
Mariner Capital Advisors
Our merger and acquisition professionals provide investment banking, valuation advisory, forensic accounting services and succession planning resources for advisors and their clients.
Retirement Plan Solutions
Our retirement plan solutions team advises companies on their retirement plan, including plan design, investment selection, asset allocation, investment policy statement preparation and maintenance, and fiduciary support.
Our team of experienced professionals offer resources and advice to help advisors grow and strengthen their practices.