RESOURCES

INVESTMENT MANAGEMENT

At Mariner Wealth Advisors, our investment approach is built around each client’s objectives. We develop customized portfolios specifically to meet the client’s needs for income, long-term capital appreciation, and more. These customized portfolios incorporate a wide range of strategies and asset classes and are developed with a goal of complementing the client’s overall wealth plan.

INVESTMENT MANAGEMENT OVERVIEW

OPTIONS STRATEGIES

BUILDING OPTIMAL PORTFOLIOS FUNDAMENTAL APPROACH

FIXED INCOME STRATEGIES

INSTITUTIONAL BUSINESS OPPORTUNITIES

SEPARATELY MANAGED STRATEGIES

Read our latest COMMENTARY AND INSIGHTS

INVESTMENT SOLUTIONS

To meet the unique needs of your clients, Mariner Wealth Advisors provides you access to boutique asset managers with the knowledge and experience to develop innovative investment solutions to help enhance portfolio diversification. We provide investment solutions that span multiple disciplines, including: bond ladders, non-discretionary and discretionary custom equity portfolios, equity value strategy, dividend growth, option income, concentrated positions, alternative credit, real estate, and more. As the investment team implements strategies for advisors, its ultimate goal is to efficiently enhance the risk-adjusted returns for the end investor. For additional information about our investment solutions, please see below.

Covered Call Strategy
Premium Income Strategy
Collar Strategy

OPTIONS STRATEGY
Opportunities for Option Strategies
Premium Income
Premium Income as a Portfolio Enhancer

CASH-SECURED PUT INCOME OVERVIEW 
CASH-SECURED PUT INCOME PORTFOLIO EXAMPLE
CASH-SECURED PUT INCOME STRATEGY OVERVIEW

SOCIALLY RESPONSIBLE INVESTING

Your clients have unique financial goals. Often, those goals are based on individual and family values. Your client may be passionate about making a difference in the world and because of that, seek to put money to work in a manner that will make a meaningful difference. Through our values-based investing models, Mariner Wealth Advisors strives to help your clients make a meaningful difference by consciously directing investment capital toward causes that are important to the client, whether it be environmental, social or ecological.

IMPACT INVESTING

INVESTING FOR IMPACT

STAY INFORMED

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Additional Resources for you from
Mariner Wealth Advisors



STAY INFORMED: Have you heard the latest episode of our podcast, Your Life, Simplified?