Investment Management

There are limitless paths from point A to point B.

Your wealth plan benefits from our unique investment management offerings incorporated as a component of holistic wealth advice to help you achieve your financial goals. 

Leading asset managers for you and your specific needs.

Utilizing an in-depth due diligence process, we identify asset managers who exhibit: 

  • A consistent and repeatable investment process
  • An experienced investment team
  • Successful and consistent performance histories through a variety of market environments
  • Solid business infrastructure
  • Reasonable fees

Innovative strategies for you and your wealth goals.

To select innovative solutions to help you reach your wealth goals, we first strive to understand what is important to you and where you are in relation to those goals. We take all aspects of your financial picture into account to ensure our screening process is focused on identifying managers who complement your overall portfolio.

Smart employment of alternative investments can help create an even greater level of portfolio diversification, and with Mariner Wealth Advisors, you gain access to our affiliated talented asset managers in the alternative investment space.

We invest in the opportunities we present to you.

Because we believe in our recommendations, our team members invest their personal assets in the same opportunities we recommend to our clients. 

When considering investment strategies, consider the following questions:

  • What kind of investor are you?
  • What types of investments are you comfortable owning?
  • What is your risk tolerance?

 

* Alternative investments encompass a broad array of strategies, each with its own unique return and risk characteristics that must be considered on a case-specific basis. 

If we determine that it is appropriate based on the client’s investment objectives, we will recommend affiliate investment advisers’ services to manage a portion of a client’s assets. If we determine that it is appropriate based on the client’s investment objectives and investor status, clients are solicited to invest in investment-related limited partnerships or limited liability companies for which one of our related persons serves as the general partner or manager. These affiliate investment advisers, limited partnerships and limited liability companies charge fees in addition to and separate from the fees charged by Mariner Wealth Advisors. Clients are advised that a conflict of interest exists to the extent we recommend affiliate investment adviser services, funds or products.  

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