MARINER INSTITUTIONAL LLC
WINTER PARK, FLORIDA

was founded on the belief and conviction that only an independent institutional consulting firm can put their In a progressively challenging and dynamic world where investment advisors often act in their own best interests, AndCo stands out as truly objective and conflict free. Our goal is that they view us as an extension of their own team. We want to be the first call on all related matters to help guide and facilitate a prompt response or solution. The name AndCo is a reflection of our organization’s mantra that clients are first in every action and every decision, every day. We are YOU AndCo. Without putting you first, we are incomplete. Our firm believes that are the cornerstones of any successful business relationship. Bachelor of Science in Business Administration, Finance, University of Central Florida Dave West is a Senior Consultant at AndCo. He has over 32 years of financial industry experience. He provides all aspects of the Firm’s consulting services. Advising over $2.5 billion of institutional assets, his consulting experience encompasses work in both strategic and tactical asset allocation strategy, process development and oversight, and policy documentation for public and private pension, operating, and foundation clients. He offers a well-grounded knowledge of practical LDI portfolio construction. Dave is a founding Member of the Bogdahn Group Partnership and has recycled his ownership units back into AndCo Consulting for the next generation of owners. As one of the initial partners, he was an instrumental collaborator in the development of the early philosophies and deliverables of the organization. He is also a founding member of the Firm’s Investment Policy Committee, Dave served as Chairman to the Committee for several years. We are based in Orlando, Florida with additional offices around the country. While our headquarters is in Orlando, we believe having offices around the country allow our employees the capacity to meet with our clients in that region in a more efficient manner. AndCo is a growing independent institutional investment consulting firm. We strive to build a team of highly experienced and qualified professionals that exhibit our firm values and understand our commitment to always place our client’s interests first. Our expectation is that all employees will provide exceptional service to our clients, our fellow team members and industry professionals. We strive to maintain an environment that respects and builds on the professional skills and qualifications of each person. AndCo is an Equal Opportunity Employer. We believe that harnessing the diverse backgrounds, experiences and approaches of our professionals isn’t just a business necessity—it’s the right thing to do. We offer a single line of business – general consulting for a hard dollar fee.When our organization puts CLIENTS first, the result is COMPLETE TRUST. At AndCo Consulting, we have a dedicated Research Group whose sole function is the selection and monitoring of investment managers. Currently, we have ten research analysts within this group. The average experience of our research group doing investment manager research is 15 years. We offer a single line of business – general consulting for a hard dollar fee.When our organization puts CLIENTS first, the result is COMPLETE TRUST. At AndCo Consulting, we have a dedicated Research Group whose sole function is the selection and monitoring of investment managers. Currently, we have ten research analysts within this group. The average experience of our research group doing investment manager research is 15 years.