Mariner Institutional
Your Independent Investment Consultants
Mariner Institutional serves corporations, public and government funds, Taft-Hartley plans and Nonprofit Institutions, providing research-driven investment and retirement plan advisory solutions. We believe every client is unique, and tailor our approach to deliver customized plans, always acting in a fiduciary capacity.
Together, we help you to fulfill your institutional investment mission, manage fiduciary responsibilities and achieve long-term financial objectives. Our ultimate goal is to become an integral extension of your team, an ally and a valuable resource for guidance and customized solutions.
Who We Serve
Public/Governmental Funds
Taft-Hartley (Multiemployer Plans)
We advise collectively bargained Taft-Hartley plans around the country including pension, health and welfare, annuity savings, insurance trusts, and training funds. Our understanding of the unique design features, regulatory landscape, and nature of Taft-Hartley plans allows us to find and develop actionable solutions.
Nonprofit Institutions (Endowments & Foundations)
Our Solutions
Our core services utilize an open architecture approach and can be implemented within a non-discretionary or discretionary framework. We are committed to developing, implementing, and maintaining comprehensive institutional investment programs that meet the unique needs of our clients.
Traditional Plan Services
- Investment Policy Development
- Asset Allocation & Liability Modeling Analysis
- Manager Research and Selection
- Operational Due Diligence
- Other Service Provider Search & Selection
- Performance Measurement & Reporting
- Client-Specific Solution Research
- Investment & Governance Education
Defined Contribution Plan Services
- Investment Policy Development
- Fund Lineup Selection
- Performance Measurement & Reporting
- Fee Benchmarking
- Recordkeeper Search & Review
- Regulatory & Governance Education
- Fiduciary Resource for Strategic Decision-Making
Awards & Accolades
Mariner Institutional Leadership
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Bryan Bakardjiev, CFA®
National Director, Institutional Consultant
Office: Winter Park, FL
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Troy Brown, CFA®
Managing Director, Institutional Advisory Services
Office: Beachwood, OH + 7 more
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David Stofer, ChFC®, CLU®
Managing Director, Institutional Advisory Services, and Senior Institutional Advisor
Office: Overland Park, KS
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Dan Johnson
Director, Institutional Advisory Services
Office: Winter Park, FL
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Jacob Peacock, CPFA®, CPSP®
Director, Institutional Advisory Services
Office: Winter Park, FL
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Steve Gordon
Director, Senior Institutional Consultant
Office: Winter Park, FL
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Angie Rosson, QPFC
Director, Institutional Advisory Services
Office: Overland Park, KS
Within the Mariner Institutional brand, several SEC Registered Investment Advisers serve our institutional client base, including Mariner Institutional, LLC and Mariner Wealth Advisors, LLC. Certain information or services may be currently provided only by certain affiliates within the Mariner Institutional brand and are subject to additional fees. For additional information refer to https://www.marinerwealthadvisors.com/legal/.
Mariner Institutional Insights
