Mariner

Mariner Managed Account Solutions provides portfolio management and investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, family businesses, and retirement plans. The firm works alongside co-advisors to build customized portfolios primarily using exchange-traded funds, index funds, mutual funds, and individual fixed-income securities, tailored to each client's specific risk tolerance and goals as outlined in an investment policy statement. Portfolios can be managed on a discretionary basis, where Mariner Managed Account Solutions makes trading decisions without prior consultation, or on a non-discretionary basis. The firm also sponsors wrap fee programs where investment management and trading costs are combined into a single fee. Mariner Managed Account Solutions does not provide comprehensive standalone financial planning, tax return preparation, or legal document drafting, but can recommend external professionals for those services.