Mariner Institutional provides investment and retirement plan advisory services to institutional clients, acting in a fiduciary capacity. Mariner Institutional offers services to traditional plans and defined contribution plans. For traditional plans, services include investment policy development, asset allocation, manager research, ongoing performance monitoring, and trustee education. For defined contribution plans, services include fee benchmarking, recordkeeper search and review, fund lineup selection, performance measurement and reporting, trustee education, regulatory updates, and resource to the board for strategy and decision-making. Mariner Institutional also services a limited number of retail accounts (e.g., high-net worth individuals), primarily from legacy relationships or acquisitions.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.