Institutional Consulting

At Mariner Wealth Advisors, we recognize institutions may face a multitude of interests from a range of perspectives. Our approach is designed to assist institutional investors like you with the development of an effective long-term investment strategy, while recognizing the challenges you may face in the short-term.

Your organization benefits from the diverse institutional backgrounds and decades of practical investing experience of our consultants. Your investment programs are built around clearly defined concepts and beliefs that you and those you serve can readily understand and easily articulate. Process, transparency and communication are at the heart of everything we do.

Our role is fluid, taking whichever shape best suits your organization’s needs. Our core consulting services include:

  • Policy and guideline development
  • Strategic planning
  • Portfolio modeling and asset allocation
  • Manager research, selection and monitoring
  • Performance measurement and analysis
  • Risk assessment
  • Staff and management support

We emphasize processes grounded in good governance and focused on managing what matters most.

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