MARINER WEALTH Overview

Mariner Wealth Advisers is an investment advisor.

The manager's has disclosed holdings from 12/31/07 to 09/30/16.

MARINER WEALTH StockAlpha

-3%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MARINER WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 8.07% ETF 2.13% -0% 0 9%
USMV 7.44% ETF -2.42% -0.32% 1 5%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Get the Full Report

MARINER WEALTH Portfolio Concentration

MARINER WEALTH Location

4200 WEST 115TH STREET
SUITE 100
LEAWOOD, Kansas
UNITED STATES, 66211

MARINER WEALTH Contact Information

Phone Number: 913-647-9700
Fax Number: 913-647-9725
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B