MARINER INSTITUTIONAL, LLC
WINTER PARK, FLORIDA

Mariner Institutional, LLC, previously known as AndCo Consulting, LLC, and now Mariner Institutional, LLC, is a respected independent investment consulting firm specializing in serving institutional clients. Located in Winter Park, Florida, with additional offices spread across the country, they offer unparalleled expertise throughout the financial sector. The heart of their mission lies in unwavering dedication to placing client interests at the forefront of every decision and action. The company was born from the belief that only an independent advisor can truly prioritize its clients' needs without conflicts of interest, ensuring advice is both unbiased and in clients' best interests-a philosophy greatly shaped by Dave West. With over 32 years in the financial industry, West brings to the table a wealth of knowledge in strategic asset allocation, policy development, and portfolio construction. AndCo Consulting prides itself on offering focused general consulting services with transparent fee structures. They are supported by an exceptional Research Group responsible for identifying and monitoring investment managers. This group includes ten seasoned analysts who average 15 years' experience in manager research, highlighting the firm's commitment to delivering top-notch service expertise. Originating on September 25, 2000, under a Florida limited liability company status (FLAL), Mariner Institutional has its roots as part of the Bogdahn Group Partnership. In March 2024, the firm underwent a name change reflecting its ongoing evolution and strategic growth within the financial services industry. Guided by esteemed leaders such as managers Michael F. Welker and Martin Bicknell, alongside Anne Dorian as an authorized member, the company champions equal opportunity employment. By valuing diverse backgrounds and professional knowledge, Mariner Institutional ensures a well-rounded understanding of client needs in a highly competitive investment landscape. To learn more about AndCo's exceptional consulting services, visit bogdahnconsulting.com.