Andco Consulting

Mariner Institutional, LLC, formerly AndCo Consulting, LLC, is an institutional investment and retirement plan consulting firm registered with the SEC since 2001. The firm offers a broad range of investment and fiduciary consulting services to institutional clients, primarily serving traditional and defined contribution plans. Mariner Institutional acts in a fiduciary capacity for clients, providing services such as investment policy development, asset allocation, manager research, and ongoing performance monitoring. The firm emphasizes simplifying investment decisions, providing definitive recommendations, and focusing on risk management at both the portfolio and individual manager levels. The firm does not charge performance-based fees and does not have custody of client funds or securities. Mariner Institutional may have discretionary authority for a limited number of clients, and proxy voting is delegated to investment managers or done in the best interest of clients. The firm does not compensate for client referrals and discloses any potential conflicts of interest, such as affiliations with related financial entities. Mariner Institutional maintains a Code of Ethics, ensuring compliance with securities laws and preventing the misuse of material non-public information. The firm's financial information indicates no impairments to meeting client commitments. For more detailed information, clients can request a copy of the firm's Code of Ethics and Proxy Voting Policy.