Mariner Investment Group LLC is an investment management firm that provides investment advisory services to a wide range of clients, including individuals, institutions, and retirement plans. The firm was founded in 1988 and is headquartered in Milwaukee, Wisconsin.
Mariner Investment Group LLC offers a variety of investment strategies, including equity, fixed income, and balanced portfolios. The firm's investment philosophy is based on the belief that long-term investment success can be achieved through a disciplined and value-oriented approach. Mariner Investment Group LLC has a long history of outperforming its benchmarks, and the firm has been recognized for its investment performance by a number of independent organizations.
Mariner Investment Group LLC is a leading provider of investment advisory services, and the firm has a strong commitment to client service. The firm's experienced investment professionals are dedicated to helping clients achieve their financial goals.
Mariner Investment Group LLC
Mariner Investment Group LLC is an investment management firm that provides a range of services to its clients. The firm's key aspects include:
- Investment management
- Financial planning
- Retirement planning
- Trust services
- Family office services
- Institutional services
- Alternative investments
Mariner Investment Group LLC has a long history of providing high-quality investment management services to its clients. The firm's experienced investment professionals are dedicated to helping clients achieve their financial goals. Mariner Investment Group LLC is a leading provider of investment advisory services, and the firm has a strong commitment to client service.
1. Investment management
Investment management is the professional management of various securities and assets to meet specified investment goals for the benefit of investors. Mariner Investment Group LLC is a leading provider of investment management services, offering a comprehensive range of strategies and solutions to its clients.
- Portfolio management
Mariner Investment Group LLC constructs and manages diversified investment portfolios tailored to each client's unique risk tolerance, time horizon, and financial objectives. The firm's experienced portfolio managers utilize a disciplined investment process that combines in-depth research and analysis with a long-term perspective. - Asset allocation
Mariner Investment Group LLC allocates client assets across a range of asset classes, including stocks, bonds, real estate, and alternative investments. The firm's asset allocation strategies are designed to optimize risk-adjusted returns and meet the specific needs of each client. - Investment research
Mariner Investment Group LLC conducts thorough investment research to identify undervalued securities and investment opportunities. The firm's research team utilizes a combination of fundamental and technical analysis to make informed investment decisions. - Risk management
Mariner Investment Group LLC places a strong emphasis on risk management. The firm utilizes a variety of risk management techniques to protect client portfolios from potential losses. These techniques include diversification, hedging, and asset allocation.
Mariner Investment Group LLC's investment management services are designed to help clients achieve their financial goals. The firm's experienced investment professionals are dedicated to providing clients with the highest level of service and expertise.
2. Financial planning
Financial planning is the process of creating a roadmap for your financial future. It involves setting financial goals, creating a budget, and developing a plan to reach your goals. Mariner Investment Group LLC can help you with every aspect of financial planning, from developing a budget to investing for retirement.
- Retirement planning
Retirement planning is one of the most important aspects of financial planning. Mariner Investment Group LLC can help you create a retirement plan that will help you reach your retirement goals.
- Investment planning
Investment planning is another important aspect of financial planning. Mariner Investment Group LLC can help you create an investment plan that will help you reach your financial goals.
- Estate planning
Estate planning is the process of planning for the distribution of your assets after your death. Mariner Investment Group LLC can help you create an estate plan that will help you protect your assets and ensure that your wishes are carried out.
- Tax planning
Tax planning is the process of minimizing your tax liability. Mariner Investment Group LLC can help you create a tax plan that will help you save money on taxes.
Financial planning is an essential part of securing your financial future. Mariner Investment Group LLC can help you create a financial plan that will help you reach your financial goals.
3. Retirement planning
Retirement planning is the process of creating a roadmap for your financial future. It involves setting financial goals, creating a budget, and developing a plan to reach your goals. Retirement planning is an important part of financial planning, and it can help you ensure that you have a secure financial future.
Mariner Investment Group LLC is a leading provider of retirement planning services. The firm's experienced financial advisors can help you create a retirement plan that will help you reach your retirement goals. Mariner Investment Group LLC offers a variety of retirement planning services, including:
- Retirement planning advice
- Investment management
- Estate planning
- Tax planning
Mariner Investment Group LLC's retirement planning services are designed to help you achieve your retirement goals. The firm's experienced financial advisors are dedicated to providing clients with the highest level of service and expertise.
If you are nearing retirement, it is important to start planning for your financial future. Mariner Investment Group LLC can help you create a retirement plan that will help you reach your retirement goals.
4. Trust services
Trust services are an essential part of estate planning and can help ensure that your assets are distributed according to your wishes after your death. Mariner Investment Group LLC offers a variety of trust services, including:
- Living trusts
A living trust is a legal document that allows you to transfer your assets to a trustee, who will manage them for your benefit during your lifetime and distribute them to your beneficiaries after your death. Living trusts can help you avoid probate, which can be a lengthy and expensive process.
- Testamentary trusts
A testamentary trust is a trust that is created in your will. It takes effect after your death and can be used to distribute your assets to your beneficiaries. Testamentary trusts can be used to provide for a variety of purposes, such as providing for a child with special needs or ensuring that your assets are distributed according to your wishes.
- Revocable trusts
A revocable trust is a trust that you can change or revoke at any time during your lifetime. This type of trust is often used to avoid probate and to provide for the management of your assets in the event that you become incapacitated.
- Irrevocable trusts
An irrevocable trust is a trust that cannot be changed or revoked after it has been created. This type of trust is often used to protect assets from creditors or to provide for a specific purpose, such as funding a child's education.
Mariner Investment Group LLC can help you create a trust that meets your specific needs. The firm's experienced trust officers can provide you with guidance on the different types of trusts and help you draft a trust document that will protect your assets and ensure that your wishes are carried out.
5. Family office services
Family office services are designed to provide comprehensive wealth management solutions for high-net-worth individuals and families. Mariner Investment Group LLC offers a range of family office services, including:
- Investment management
Mariner Investment Group LLC provides comprehensive investment management services to its family office clients. The firm's experienced investment professionals create and manage customized investment portfolios designed to meet the unique needs and goals of each family.
- Financial planning
Mariner Investment Group LLC provides comprehensive financial planning services to its family office clients. The firm's experienced financial advisors work with families to develop a comprehensive financial plan that addresses all aspects of their financial lives, including retirement planning, estate planning, and tax planning.
- Tax planning
Mariner Investment Group LLC provides comprehensive tax planning services to its family office clients. The firm's experienced tax advisors work with families to develop tax-efficient strategies that minimize their tax liability and preserve their wealth.
- Estate planning
Mariner Investment Group LLC provides comprehensive estate planning services to its family office clients. The firm's experienced estate planning attorneys work with families to develop comprehensive estate plans that ensure the smooth transfer of wealth to future generations and minimize estate taxes.
Mariner Investment Group LLC's family office services are designed to provide high-net-worth individuals and families with the highest level of service and expertise. The firm's experienced professionals are dedicated to helping families achieve their financial goals.
6. Institutional services
Institutional services are a vital component of Mariner Investment Group LLC's offerings. These services are designed to meet the unique needs of institutional investors, such as pension funds, endowments, and foundations. Mariner Investment Group LLC's institutional services include:
- Investment management
Mariner Investment Group LLC provides comprehensive investment management services to its institutional clients. The firm's experienced investment professionals create and manage customized investment portfolios designed to meet the unique needs and goals of each institution.
- Custody services
Mariner Investment Group LLC provides custody services to its institutional clients. The firm's experienced custody team provides safekeeping and administration of institutional assets, including cash, securities, and other financial instruments.
- Trading services
Mariner Investment Group LLC provides trading services to its institutional clients. The firm's experienced trading team executes trades on behalf of institutional clients, providing access to a wide range of markets and investment instruments.
- Reporting services
Mariner Investment Group LLC provides reporting services to its institutional clients. The firm's experienced reporting team provides customized reports that track the performance of institutional portfolios and provide insights into investment trends.
Mariner Investment Group LLC's institutional services are designed to provide institutional investors with the highest level of service and expertise. The firm's experienced professionals are dedicated to helping institutional investors achieve their financial goals.
Here are some examples of how Mariner Investment Group LLC's institutional services have helped clients achieve their financial goals:
- Mariner Investment Group LLC helped a large pension fund achieve its long-term investment goals by developing a customized investment portfolio that met the fund's specific risk and return objectives.
- Mariner Investment Group LLC helped a university endowment increase its spending rate by developing a customized investment portfolio that generated higher returns than the endowment's previous investment portfolio.
- Mariner Investment Group LLC helped a foundation reduce its investment costs by negotiating lower fees with its investment managers and custodians.
These are just a few examples of how Mariner Investment Group LLC's institutional services can help institutional investors achieve their financial goals. The firm's experienced professionals are dedicated to providing institutional investors with the highest level of service and expertise.
7. Alternative investments
Alternative investments are a type of investment that falls outside of traditional asset classes such as stocks, bonds, and cash. Alternative investments can include a wide range of asset classes, such as private equity, real estate, commodities, and hedge funds.
- Diversification
One of the primary benefits of alternative investments is their ability to diversify an investment portfolio. Alternative investments can have low correlations to traditional asset classes, which can help to reduce overall portfolio risk.
- Potential for higher returns
Alternative investments have the potential to generate higher returns than traditional asset classes. However, it is important to note that alternative investments also carry higher risks.
- Access to unique investment opportunities
Alternative investments can provide access to unique investment opportunities that are not available in traditional asset classes. For example, private equity funds can invest in early-stage companies that have the potential for high growth.
- Complexity and illiquidity
Alternative investments can be complex and illiquid. This means that it may be difficult to buy and sell alternative investments quickly. It is important to understand the risks and complexities of alternative investments before investing.
Mariner Investment Group LLC offers a range of alternative investment products and services to its clients. The firm's alternative investment team has extensive experience in investing in alternative asset classes. Mariner Investment Group LLC's alternative investment products and services can help clients to diversify their portfolios, generate higher returns, and access unique investment opportunities.
FAQs about Mariner Investment Group LLC
This section provides answers to frequently asked questions about Mariner Investment Group LLC.
Question 1: What is Mariner Investment Group LLC?
Mariner Investment Group LLC is an investment management firm that provides a range of services to its clients, including investment management, financial planning, retirement planning, trust services, family office services, institutional services, and alternative investments.
Question 2: What is Mariner Investment Group LLC's investment philosophy?
Mariner Investment Group LLC's investment philosophy is based on the belief that long-term investment success can be achieved through a disciplined and value-oriented approach.
Question 3: What types of investment strategies does Mariner Investment Group LLC offer?
Mariner Investment Group LLC offers a variety of investment strategies, including equity, fixed income, and balanced portfolios.
Question 4: What are Mariner Investment Group LLC's fees?
Mariner Investment Group LLC's fees vary depending on the services provided. The firm's fee schedule is available upon request.
Question 5: How do I contact Mariner Investment Group LLC?
Mariner Investment Group LLC can be contacted by phone at (414) 298-2000 or by email at info@marinerinvestment.com.
Question 6: Where is Mariner Investment Group LLC located?
Mariner Investment Group LLC is headquartered in Milwaukee, Wisconsin.
We hope this information has been helpful. If you have any other questions, please do not hesitate to contact Mariner Investment Group LLC.
Thank you for your interest in Mariner Investment Group LLC.
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Investment Tips from Mariner Investment Group LLC
Mariner Investment Group LLC is a leading investment management firm with a long history of providing sound investment advice to its clients. Here are some tips from Mariner Investment Group LLC to help you achieve your financial goals:
Tip 1: Invest for the long term.
The stock market is volatile in the short term, but over the long term it has always trended upwards. If you invest for the long term, you are more likely to ride out market fluctuations and achieve your financial goals.
Tip 2: Diversify your portfolio.
Don't put all your eggs in one basket. Diversify your portfolio by investing in a variety of asset classes, such as stocks, bonds, and real estate. This will help to reduce your overall risk.
Tip 3: Rebalance your portfolio regularly.
As your investments grow, it is important to rebalance your portfolio to ensure that your asset allocation is still in line with your risk tolerance and financial goals.
Tip 4: Invest in quality companies.
When you invest in a company, you are buying a piece of that company. It is important to invest in quality companies with strong fundamentals and a track record of success.
Tip 5: Don't try to time the market.
It is impossible to predict when the market will go up or down. Trying to time the market is a losing game. Instead, focus on investing for the long term and riding out market fluctuations.
Summary of key takeaways or benefits:
- Investing for the long term can help you achieve your financial goals.
- Diversifying your portfolio can help to reduce your overall risk.
- Rebalancing your portfolio regularly can help to ensure that your asset allocation is still in line with your risk tolerance and financial goals.
- Investing in quality companies can help to increase your chances of success.
- Don't try to time the market. Instead, focus on investing for the long term and riding out market fluctuations.
Transition to the article's conclusion:
By following these tips, you can increase your chances of achieving your financial goals. Mariner Investment Group LLC is here to help you every step of the way.
Thank you for reading!
Conclusion
Mariner Investment Group LLC is a leading investment management firm with a long history of providing sound investment advice to its clients. The firm's investment philosophy is based on the belief that long-term investment success can be achieved through a disciplined and value-oriented approach.
Mariner Investment Group LLC offers a wide range of investment services, including investment management, financial planning, retirement planning, trust services, family office services, institutional services, and alternative investments. The firm's experienced investment professionals are dedicated to helping clients achieve their financial goals.
If you are looking for a trusted investment partner, Mariner Investment Group LLC is a great choice. The firm has a long history of success and is committed to providing clients with the highest level of service and expertise.
Contact Mariner Investment Group LLC today to learn more about the firm's investment services.
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