Bank, Credit Union and Institutional Investment Advisory and Consulting Services
Specialized Investment Advisory and Consulting Services and Support for Banks, Credit Unions, Public Funds and Insurance Companies
Bank and credit union executives face significant challenges and complexities in managing their institutions’ investment portfolios. Our knowledgeable team of investment professionals specializes in providing objective investment portfolio management and can help you address your challenges and sort through the complexities.
We work alongside you to thoroughly understand your unique needs and then design a comprehensive investment plan that’s customized to reflect your asset/liability management and business objectives. Our goal is to optimize the return of your investment portfolio while managing liquidity and interest rate risk so you can keep the risk in your loan portfolio, not your investment portfolio. And as fiduciary investment advisors, we work on a fee-only basis.
Our team strives to help you meet the needs of your bank or credit union by making well-informed, confident investment decisions and avoiding costly mistakes and lost opportunities.
We act as your partner and an extension of your management staff, making your job easier and putting your best interests first, always.
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Among the consulting services we offer banks and credit unions:
- Investment advisory services, including recommending the purchase and sale of securities, creating an Investment Policy Statement, conducting investment portfolio reviews, best execution of trades with our approved broker/dealers and providing reports and timely market information.
- Our managed investment advisory services are non-discretionary: we make buy-sell recommendations, and you make the decision.
- Our managed investment advisory services are fee-based, not commission-based.
- We are fiduciaries who act in our clients’ best interests.
- Investment portfolio accounting, including providing concise management information and accurately calculating the value of fixed income securities, with 24/7 access to your bank or credit union’s investment portfolio.
- Mortgage servicing rights valuations, providing a low-cost valuation service that calculates the value of mortgage servicing rights.
- Asset/liability management and liquidity consulting, including policy review, ALCO reports and worksheets.
- Independent/third-party asset/liability model reviews and validations of your ALM model, including providing annual and ad-hoc independent, third-party reviews and validations of your asset/liability model and the reasonableness of your assumptions.
- Bond school for bank and credit union employees, ALCO members and board members.
- Mariner’s Institutional Cash Management Group can provide broker/dealer services for buying and selling bonds on a commission basis. Learn more here.
Our advisors are experienced in managing the investment portfolios of public accounts, including:
- School districts
- Money managers
- Public funds (parks & recreation, pensions, public safety)
- Taft-Hartley funds
Among the investment advisory and consulting services we offer Public Plan Clients:
- Investment advisory services, including creating an Investment Policy Statement, conducting investment reviews and providing reports and timely market information. Investment portfolio management school for public fund employees and trustees to help them meet their duties managing insurance company investment portfolios.
- You may engage our investment advisory services on either a discretionary basis (we make the buy-sell decisions) or non-discretionary basis (you make the buy-sell decisions).
Looking for help setting up and running a retirement plan and investment advisory services for your employees? Click here to see how Mariner Institutional is helping more than 300 public funds do just that.
Among the investment advisory and consulting services we offer insurance companies:
- Investment advisory services, including creating an Investment Policy Statement, conducting investment portfolio reviews and providing reports and timely market information.
- Investment portfolio accounting, including providing concise management information and accurately calculating fixed income securities.
- You may engage our investment advisory services on either a discretionary basis (we make the buy-sell decisions) or non-discretionary basis (you make the buy-sell decisions).
- Investment portfolio management school for insurance company employees and board members to help them meet their duties managing insurance company investment portfolios.
Your Bank, Credit Union and Institutional Investment Advisory and Consulting Services Team
*Registered Representative of MSEC, LLC
Securities offered through MSEC, LLC (MSEC), a Registered Broker/Dealer and Member FINRA/SIPC. MSEC and Mariner are affiliated companies headquartered at 5700 W. 112th Street, Suite 500, Overland Park, KS 66211.
Check the background of Our Firm and Investment Professionals on FINRA’s BrokerCheck.
