MARINER WEALTH Overview
Mariner Wealth Advisers is an investment advisor.
The manager's has disclosed holdings from 12/31/07 to 09/30/19.
The manager's has disclosed holdings from 12/31/07 to 09/30/19.
MARINER WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MARINER WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 6.14% | ETF | 5.1% | -0% | 0 | 4% | ||
| USMV | 2.4% | ETF | 0.48% | -0.09% | 1 | 4% | ||
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FEATURED IN
MARINER WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Cheryl R. Vohland | Chief Compliance Officer | March-2015 |
| Mark A. Caplinger | Chief Investment Officer | March-2015 |
| Martin C. Bicknell | Chief Executive Officer | March-2015 |
| Karen L. Sandnes | Operations Manager | April-2015 |
| Betsy E. Dow | Member | May-2015 |
| Patrick J. Howley | Member | May-2015 |
| Matthew D. Fisher | Member | May-2015 |
| William B. Greiner | Chief Investment Officer | March-2012 |
MARINER WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MARINER WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We utilize a long term strategy when providing and implementing our advice. However, should a client’s situation change or the basis for making an investment change, there may be occasions where we may utilize a short term strategy and securities are held less than one year.
We may recommend that clients authorize the active discretionary management of a portion of their assets by and/or among certain Manager(s), based upon the stated investment objectives of the client. When recommending or selecting a Manager for a client, we shall review information about the Manager(s) such as its disclosure statement and/or material supplied by the Manager(s) or independent third parties for a description of the Manager’s investment strategies, past performance and risk results to the extent available.
Investing in securities involves a risk of loss that you should be prepared to bear, including loss of your...
Unlock Full Investment Process Description
We utilize a long term strategy when providing and implementing our advice. However, should a client’s situation change or the basis for making an investment change, there may be occasions where we may utilize a short term strategy and securities are held less than one year.
We may recommend that clients authorize the active discretionary management of a portion of their assets by and/or among certain Manager(s), based upon the stated investment objectives of the client. When recommending or selecting a Manager for a client, we shall review information about the Manager(s) such as its disclosure statement and/or material supplied by the Manager(s) or independent third parties for a description of the Manager’s investment strategies, past performance and risk results to the extent available.
Investing in securities involves a risk of loss that you should be prepared to bear, including loss of your...
Unlock Full Investment Process Description
MARINER WEALTH Portfolio Concentration
MARINER WEALTH Location
4200 WEST 115TH STREET
SUITE 100
LEAWOOD, Kansas
UNITED STATES, 66211
SUITE 100
LEAWOOD, Kansas
UNITED STATES, 66211
MARINER WEALTH Contact Information
Phone Number: 913-647-9700
Fax Number: 913-647-9725
Website: http://www.marinerwealthadvisors.com/
Fax Number: 913-647-9725
Website: http://www.marinerwealthadvisors.com/
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