Mariner Institutional

We work closely with plan sponsors and retirement committees to provide all-encompassing solutions for your defined contribution plans.

Mariner Institutional specializes in delivering customized investment and retirement services to a diverse range of corporate clients in the public and private sectors.

We help simplify investment and fiduciary decisions for endowment and foundation boards of trustees spanning colleges, universities, hospitals and other nonprofit institutions.

Our team helps nonprofit clients develop mission-driven investment, spending policies and asset allocation strategies to manage risk and meet budgetary requirements.

Mariner Institutional provides public and governmental plan expertise to state, county, municipal, police, fire and transportation retirement and operating portfolios.

We provide investment consulting services to Taft-Hartley plans around the country including pension, health and welfare, annuity savings, insurance trusts and training funds.

Retirement Plan Design

Service Provider Selection

Investment Advisory Services

Awards & Accolades

Mike Welker National Managing Director at Mariner
Bryan Bakardjiev National Director Institutional Consultant at Mariner
Troy Brown Managing Director Institutional Advisory Services at Mariner
David Stofer, ChFC®, CLU®, Managing Director, Retirement Plan Solutions at Mariner 
Jack Evatt Director Institutional Advisory Services at Mariner
Dan Johnson Director Institutional Advisory Services at Mariner
Jacob Peacock Director Institutional Advisory Services at Mariner
Steve Gordon Director Senior Institutional Consultant at Mariner
Angie Rosson, Director of Retirement Plan Solutions at Mariner Wealth Advisors
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