MARINER INSTITUTIONAL, LLC
WINTER PARK, FLORIDA

Mariner Institutional, LLC, originally known as AndCo Consulting, LLC and later Mariner Institutional, LLC, is a distinguished independent institutional investment consulting firm. Headquartered in Winter Park, Florida, and operating with additional offices nationwide, the company boasts extensive expertise across the financial sector and a commitment to prioritizing client interests above all else. The firm was founded on the principle that only an independent consultant can fully serve its clients' best interests, offering conflict-free advice as part of their trusted team. AndCo Consulting is characterized by its dedication to placing clients first in every decision and action. This philosophy is underpinned by the values set forth by key members such as Dave West—a Senior Consultant with over 32 years in the financial industry—who contributes significantly through strategic asset allocation, policy development, and portfolio construction expertise. AndCo Consulting offers specialized general consulting services for a clear fee structure, supported by an adept Research Group tasked with selecting and monitoring investment managers. This group comprises ten highly experienced analysts with an average tenure of 15 years in manager research, underscoring the firm's robust dedication to excellence in service delivery. Established on September 25, 2000, and recognized under the Florida company status FLAL, Mariner Institutional has evolved from its beginnings as part of the Bogdahn Group Partnership. Throughout the organization’s history, key events include a name change in March 2024, reflecting ongoing developments within the firm. The firm is led by distinguished officers including Michael F. Welker and Martin Bicknell as managers, alongside Anne Dorian serving as an authorized member. Committed to equal opportunity employment, Mariner Institutional prides itself on harnessing diverse backgrounds and professional expertise across its team, ensuring a comprehensive understanding of client needs in the competitive investment landscape. For more information about AndCo's exceptional consulting services, please visit bogdahnconsulting.com.