In today’s fast-paced financial world, advisors are expected to deliver personalized solutions that align with their clients’ financial goals. However, managing complex portfolios while staying focused on the broader aspects of financial planning can be a challenge. That’s where Mariner’s portfolio consulting (PC) services come in—offering a flexible, integrated solution designed to meet the diverse needs of financial advisors and their clients.
Our portfolio consulting team is composed of in-house experts who work closely with you to create custom portfolios tailored to your clients’ individual needs. Depending on what your clients’ financial goals are, we help you design portfolios that reflect both your investment philosophy and your clients’ specific objectives.
Our portfolio solutions are fully branded to your office, ensuring that your clients experience a seamless, personalized service that is consistent with your firm’s identity and values. Additionally, we provide integration with advanced technology platforms, enabling you to deliver results more efficiently. Our technology infrastructure acts as a powerful tool to enhance your decision-making process while minimizing the time spent on administrative tasks. By automating many of the back-office functions, we allow you to focus more on what truly matters: the advice and strategic planning that your clients rely on.
For advisors seeking a more hands-off approach to portfolio management, Mariner’s services provide an ideal solution. We handle the implementation of your investment strategies, taking the burden of day-to-day portfolio management off your plate. Whether you’re an advisor who prefers to remain hands-on with your clients’ investments or one who would rather delegate much of the portfolio management responsibilities, our services can be tailored to fit your desired level of support.
We understand that different financial advisors have different business models and needs, which is why our portfolio consulting services are designed with flexibility in mind. Our pricing structure features a sliding scale, ensuring that you only pay for the level of support that fits your specific business requirements. Whether you’re a solo advisor needing occasional guidance or a larger practice looking for full-scale portfolio management support, we have a pricing solution that accommodates your business.
Check out Mariner’s Portfolio Consulting Org Chart for more information on the PC team.
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