Cameron Dees

Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective.

Functions as a College/University

Allegiant manages assets conservatively and takes a holistic, fee-based, advisory approach. The firm primarily recommends that clients allocate investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or exchange traded funds (ETFs) in accordance with the client’s designated investment objective(s). Once allocated, they provide ongoing monitoring and review of account performance, asset allocation and client investment objectives.