Strategy Name |
Mariner Short Duration Fixed Income |
Benchmark |
Merrill Lynch 1-3 year Master Index |
Inception Date |
8/31/03 |
Description:
This strategy invests in taxable fixed income instruments designed to produce a market-like income stream. The portfolio will consist of corporate bonds rated Baa1/BBB+ or better, mortgage-backed securities, governments, agencies, and asset-backed securities.
Strategy Name |
Mariner Conservative Growth Model |
Benchmark |
60% S&P 500 Index, 40% Merrill Lynch Domestic Master |
Inception Date |
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Description:
This strategy tactically allocates mutual funds to be in harmony with primary trends in the market place. The goal of the model is to provide long-term growth and attempt to reduce volatility through the use of fixed income and money markets.
Strategy Name |
Mariner Growth Model |
Benchmark |
80% S&P 500 Index, 20% Merrill Lynch Domestic Master |
Inception Date |
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Description:
This strategy tactically allocates mutual funds to be in harmony with primary trends in the market place. The goal of the model is to provide long-term growth and attempt to reduce volatility through the use of fixed income and money markets.
Strategy Name |
Mariner Aggressive Growth Model |
Benchmark |
S&P 500 Index |
Inception Date |
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Description:
This strategy tactically allocates mutual funds to be in harmony with primary trends in the market place. The goal of the model is to provide long-term growth. The model is entirely invested in equity mutual funds.
Strategy Name |
Mariner Core Equity Portfolio |
Benchmark |
S&P 500 Index, Russell 1000 Growth Index |
Inception Date |
8/31/07 |
Description:
This strategy is designed for long-term growth with low turnover. The investment premise is to purchase growth stocks at a reasonable price (GARP). The portfolio manager uses a top down approach to identify industry sectors projected to provide superior returns versus a benchmark. Stocks are then selected from those sectors using in-depth research analysis.
Strategy Name |
Mariner Tactical Allocation Portfolio |
Benchmark |
S&P 500 Index, MSCI AC World Index |
Inception Date |
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Description:
This strategy is designed for long-term growth as it tactically shifts Exchange Trades Funds (ETFs) to be in harmony with primary trends in the marketplace. Portfolio construction begins with a quantitative model which ranks all ETFs. The output is fundamentally reviewed, and a risk management overlay is constructed around the portfolio.
Strategy Name |
Mariner International Model |
Benchmark |
MSCI EAFE Index |
Inception Date |
8/31/07 |
Description:
This strategy is designed for long-term growth. The model attempts to identify macro-economic trends occurring in foreign markets and attempts to follow those trends through the use of Exchange Traded Funds (ETFs). Portfolio construction begins with a quantitative model which ranks all ETFs. The output is fundamentally reviewed, and a risk management overlay is constructed around the portfolio.
Strategy Name |
Mariner Statistical Opportunities Fund |
Benchmark |
S&P Managed Futures Index |
Inception Date |
02/01/08 |
Description:
This strategy is a statistically-driven investment process with the goal being to produce superior returns per unit of risk. The strategy will electronically follow trends in multiple commodity, fixed income, currency, and equity markets across the globe through the use of Mariner’s proprietary trading system.
Before investing in a portfolio, consider its objectives, risks, charges, and expenses. The portfolios may not be suitable for all investors. Contact Mariner Wealth Advisors at (913) 647-9700 to obtain prospectuses on funds inside the portfolio you are considering.
Mariner Wealth Advisors LLC (“MWA”) is an SEC registered investment advisor with its principal place of business in the state of Kansas. MWA is in compliance with the current notice filing requirements by those states in which MWA maintains clients. Any subsequent, direct communication by MWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
The information provided above is limited to the dissemination of general information pertaining to MWA’s investment advisory/management services. There is no guarantee that any claims made will come to pass. For additional information about MWA, including fees and services, send for our disclosure statement as set forth on Form ADV from us using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
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