Mariner Holdings, LLC
Mariner Holdings, LLC is an employee-owned investment management firm based in Cincinnati, Ohio, that specializes in providing a wide range of financial services, including retirement planning, estate planning, financial planning, insurance planning, and charitable giving. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Mariner Holdings manages client-focused portfolios across equity, fixed income, and alternative investments, employing both quantitative and fundamental analysis to guide its investment strategies. The firm invests in the U.S. public equity and fixed income markets, focusing on growth and value stocks across various company sizes, as well as high-quality corporate bonds, U.S. treasuries, and municipal bonds. Additionally, it explores alternative investments such as real estate investment trusts, commodities, and high-yield bonds. Established in 1995, Mariner Holdings aims to deliver innovative, client-focused solutions that instill confidence in its clients, allowing them to concentrate on their core priorities.
Channel Islands Group is a firm that specializes in estate, tax, trust, and insurance planning. Since its establishment in 2014, the company has focused on creating customized wealth management plans while emphasizing transparency and client trust. It provides a comprehensive range of services, including financial, mortgage, and legal support, aimed at addressing the real estate and business planning needs of individuals. By consolidating these services under one roof, Channel Islands Group strives to deliver efficient and professional investment management and strategic wealth planning advice to its clients.
AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, they strive to enable clients to achieve their financial goals and shape their legacy for generations to come. This is how wealth management is going to evolve. This is AdvicePeriod.
Snappy Kraken, is a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. Users can choose from a number of ready-made campaigns, each containing combinations of professionally designed and written email drip series, social media posts, ads and more.
SMS provides practical, effective, and personalized wealth management solutions to high-net-worth individuals and families. Our clients include include business owners, corporate executives, attorneys, as well as medical and dental professionals. While many of our clients are high-achieving professionals dedicated to their careers, ensuring their family is well cared for is their highest priority. Giving back to the community is also very important to them in that they are highly active in philanthropic endeavors.
For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning. The Singer Xenos advisory team brings expertise based on decades of experience in financial planning and investment banking, in addition to bankruptcy law, corporate law and estate tax planning law. Singer Xenos clients benefit from this integrated approach to wealth management services, with a comprehensive range of financial services that are designed to meet each client’s unique current and long term goals. South Florida’s most well regarded name in wealth management, Singer Xenos distinguishes itself by providing highly personalized services to a select client base. In addition to offering a high staff-to-client ratio, the firm caters to the specific needs of its customers, providing the services of advisors that are specifically trained and experienced in the unique needs of women, entrepreneurs, international professionals and Spanish-speaking individuals. Nationally renowned for its commitment to client success, Singer Xenos is ranked among the 100 most exclusive wealth advisors by Worth Magazine. The firm is one of the largest independent, fee-based wealth management firms in Florida.
Authent Advisors helps to build and preserve a secure financial future. We gauge our success as a company by how well we help you gain financial independence and achieve your life goals.
Patriot Wealth Management, Inc. is a comprehensive financial management firm based in Houston, Texas, specializing in investment advisory services. Established in 2004, the firm serves individuals, high net worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. Patriot Wealth Management offers a range of services, including financial planning, estate planning, retirement planning, cash flow analysis, and insurance analysis. The firm manages client-focused portfolios across equity, fixed income, and balanced investments, primarily in the U.S. markets. It employs a disciplined investment approach that incorporates fundamental, technical, and cyclical analysis, utilizing both in-house and external research. As of January 2019, Patriot Wealth Management operates as a subsidiary of Mariner Wealth Advisors.