Investment Management Group

We provide investment education, expertise and advice to advisors in order to help clients achieve their goals while managing risk.

INVESTMENT COMMITTEE

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MEMBERS

The investment committee is responsible for establishing and driving investment policies for the firm. This includes but is not limited to, items such as establishing capital market assumptions and asset allocation guidelines, as well as the hiring and firing of third party strategies for use in client portfolios.

People:

Investment Philosophy

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EQUITIES

Dedicated team managing portfolios of individual equities for the firm’s clients. Takes a highly customized approach in working with advisors in onboarding new clients and transitioning a client’s existing individual equity portfolio to our strategies. The team offers insight into the equity markets through commentary and will provide comments and opinions on stock positions to help you better communicate with clients.

People:

   

Equities Internal Strategies

Fixed Income

Dedicated team focused on managing individual fixed income portfolios for the firm’s clients. The team manages both corporate and municipal bond strategies. In addition to this, the team is also responsible for ongoing credit surveillance for all individual bonds held across client portfolios. The team offers fixed income expertise and outlook through commentary.

People:

   Max Boland Fixed Income Associate 

Fixed Income Internal Strategies

Options

Dedicated team focused on option strategy management and custom overlays such as covered calls and protective puts as an investment offering for clients. This team will review your client portfolios and help to identify if an option strategy is appropriate, which strategy will work for your clients, and work directly with advisor and client to fully educate on these complex offerings.

People:

Options Internal Strategies

To keep up with the Investment Management Group, follow us on Workplace. For questions, contact us at investments@marinerwealthadvisors.com.