Home › Wealth Management Services for Businesses › Mariner Institutional

Mariner Institutional

Your Independent Investment Consultants

AndCo Consulting, LLC and Fourth Street Performance Partners, Inc. are now Mariner Institutional. As of April 2, 2024, we have joined Mariner, a privately held, national wealth management firm, as their new institutional platform.

Mariner Institutional believes every client is unique, and we advise each one individually. Our framework supports this customization and the ability to solve unique challenges for our clients.

We’re your trusted independent investment consultants, providing research-driven investment and retirement plan advisory solutions. 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, a trusted ally and a valuable resource for guidance and customized solutions, always acting in a fiduciary capacity without caveat or exception.

Who We Serve

Corporations

We deliver customized investment and retirement services to a diverse range of corporate clients. We serve in a fiduciary capacity and are experienced in crafting tailored solutions for various corporate needs, including retirement plan advisory services as well as cash and liquidity management services for operating portfolios.

Public/Governmental Funds

We have an extensive history of providing public and governmental expertise to state, county, municipal, police, fire and transportation retirement plans and operating portfolios. We are experienced in working with local ordinances and state statutes and we have an intimate knowledge of what plan attorneys, actuaries, auditors, and other service providers are discussing with public fund clients.

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)

We work closely with our nonprofit clients to understand their needs and to develop customized solutions that are aligned with their goals and values. Acting as fiduciaries, we help our clients develop spending policies, recommending asset allocation and portfolio strategies that seek to achieve their objectives while also managing risk and meeting budgetary requirements.

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.