Mariner Wealth Advisors helps advisors and clients grow and maintain assets based on managing assets to your investor’s financial goals. Mariner believes in allocating every client’s assets individually and personally, rather than relying on set formulas. Mariner combines objective investment advice, exhaustive research and professional portfolio management to deliver a complete approach to asset management.
Key advantages of their philosophy:
- Provides proper diversification in an effort to reduce risk.
- A focus is on downside risk as well as managing the upside potential.
- In depth research is conducted to identify value.
- Identifies and takes advantage of market trends and inefficiencies.
- A consistent approach is a central theme.
Mariner’s Investment Selection Process
Mutual funds and separately managed accounts: Mariner targets fundamentally sound mutual funds and separately managed accounts that produce solid, sustainable performance over time.
Equity securities: Mariner seeks out leading industries and companies offering opportunities for long term growth and dividends, as well as cyclical companies, turnarounds and value situations.
Fixed-income securities: Mariner focuses on income and capital appreciation, supported by active portfolio management within a long-term framework.
Mariner’s Dynamic View
Rebalancing: Because asset classes perform differently, Mariner rebalances your client’s portfolio in an effort to ensure their asset allocation stays where they want it. Before making adjustments, Mariner reviews:
- Current economic conditions
- Individual profile
- Potential tax consequences
Repositioning: From time-to-time, the characteristics of a security change and it no
longer meets Mariner’s criteria. If your client holds that security, an individual analysis of your client’s portfolio is triggered, allowing Mariner to reposition their investments.
Focus on Asset Allocation: Over the years, your client’s investment profile changes as
their life changes. Mariner will adjust your client’s asset allocation to align with their evolving needs and objectives, as well as with changing economic conditions and market trends.
Analyzing Tax Implications: Taxes can affect the return of a portfolio on many levels. Mariner will screen funds and stocks for tax issues before buying or selling. They also try to offset gains
and losses as much as possible to minimize your client’s potential tax liability.
Differentiate Your Practice with Custom Asset Management
Mariner’s institutional approach coupled with personal portfolios to address investors’ unique needs is a powerful combination. Through this formula Mariner designs efficient portfolios while maintaining the flexibility to incorporate the client’s current investments. In addition, Mariner will utilize feedback submitted by you to ensure the Mariner managed portfolio works with your overall investment plan for each customer. This provides you an edge over your competitors’ marketing models and generic solutions.
Contact Micah Hesting for more information:
Relationships/Business Development Strategist