Founded in 2006 by former A. G. Edwards investment professionals and management staff, Mariner is an independent investment company focused on wealth and asset management. The asset management platform provides institutional investors, foundations and third party managers with high quality core and alternative investment strategies.
Mariner Wealth Advisors is a unique and highly experienced independent investment company. We are committed to providing trusted advice with exceptional personal service for public and private corporations, charitable organizations, and high net worth individuals. Our foundation is built on trust, experience, honesty, and commitment.
Financial Accounting for Executives and Business Owners offering: Access to historical spending and income patterns for estate and retirement planning, Budgeting based on historical and known facts, Charitable giving fundamentals, Tax efficient investments, Tax planning for investments and Providing clients with financial organization.
Mariner Family Office Group is a unique organization established for families holding significant financial resources. The organization provides comprehensive financial affairs management, as well as coordinating many of the family's personal affairs. Contact Jennifer Timm to set up a private meeting.
Tortoise Capital Advisors, LLC was founded in 2002 by an experienced team of investment professionals to provide energy infrastructure MLP investment management services to individual and institutional investors. Pioneers in managing portfolios of MLP securities and other energy companies for individual, institutional and closed end fund investors.
Mariner Value Strategies was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. Our team's sole focus is generating investment returns for our clients by diligently reviewing one company at a time on its own investment merits.
Over the past five years, value stocks have had the upper hand, while growth stocks have lagged. Since the beginning of this last summer, however, there has been a significant shift toward growth, and particularly mid to large cap growth. The Mariner Quantitative Solutions, LLC Ultra Growth Strategy seeks out true growth companies within the mid to large cap space.
Mariner Capital Partners, LLC is a private equity firm managing over $65 million in investment capital. Mariner Capital Ventures, LLC is focused on investing in start-up, angel, and other early stage venture investments. Mariner Capital Advisors, LLC provides investment banking and consulting to successful middle-market and lower middle-market private companies.
This platform uses a statistically-driven investment process with the goal being to produce superior returns per unit of risk. The strategies utilized include statistical arbitrage, relative value, global macro and trend following in order to achieve the investment objective. The organization uses a proprietary automated trading system to enhance the execution of all strategies.
Mariner Real Estate Partners LLC ("The Fund"), managed by Mariner Real Estate Management LLC (MREM), is an investment platform which allows qualified investors exposure to the real estate market.
These strategies are designed for long-term growth as they tactically shift Exchange Trades Funds (ETFs) to remain in harmony with primary trends in the marketplace. Portfolio construction begins with a quantitative model which ranks all ETFs. The output is fundamentally reviewed, and a risk management overlay is constructed around the portfolios.
These strategies tactically allocate mutual funds based on primary trends the firm sees developing in the marketplace. The goal of the models is to provide long-term growth potential while attempting to mitigate portfolio risk. Based on the client's risk tolerance level, there are three fund strategies available: conservative, growth, and aggressive growth.
Ascent Investment Partners was formed to meet the unique needs of fixed income investors. Because safety and stability are the primary reasons investors include a fixed income allocation in their portfolio, we carefully balance risk and after-tax return in every investment decision. Our approach is slow and steady, research-driven and disciplined.
