A complete list of active advisors currently associated with Mariner

Warmer can help you find a great advisor at Mariner or one who fits your needs even better.

Mariner Managed Account Solutions, LLC provides fee-based discretionary and non-discretionary portfolio management primarily for high-net-worth individuals, corporate pension and profit-sharing plans, trusts, foundations, closely held and family businesses, and athletes. The firm offers diversified model portfolios and a wrap-fee program, and acts as co-advisor with MML Investor Services LLC (MMLIS) while also making its models available via Envestnet. Portfolios are managed to a written Investment Policy Statement and typically rely on ETFs, ETNs, index funds, select mutual funds and individual fixed-income securities across a range of risk profiles from conservative to aggressive. MMAS delegates initial and ongoing client relationship work to MMLIS investment advisor representatives while MMAS’s portfolio managers and research team focus on asset allocation and investment implementation, a structure that supports its unusually large client base (about 3,537 clients served by seven advisors). The firm is part of a larger Mariner ownership and affiliate network that includes a state-chartered trust company (Mariner Trust Company), affiliated private fund sponsors and related businesses such as an investment banking affiliate (Woodbridge), specialty tax services, an insurance agency, and a legal-services technology investment (Vanilla). MMAS does not hold itself out as providing financial planning and, consistent with that limitation, typically refers clients to other professionals for legal, tax and implementation services.

To learn more about the advisors currently working at Mariner, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.