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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Investment Solutions

This team of experienced professionals with diverse expertise and backgrounds is responsible for the oversight of the investment strategy due diligence, selection and monitoring processes. In addition, the team is multi-faceted providing support to advisors and their teams for high net worth, retirement and institutional clients.

People:

   

Investment Solutions Advisor Resources

PORTFOLIO IMPLEMENTATION

Connecting the various pieces of the investment management group through education, communication, & technology to implement ideas and strategies in client portfolios.

   Adrian Fedorkiw (Manager, Portfolio Implementation)

Portfolio Implementation Advisor Resources

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