Bob DiQuollo

Provides auditing, assurance, consulting and tax & business consulting services

Brinton Eaton Associates is a US large-cap growth manager. They are a long-term investor, maintaining a medium turnover rate. The firm focuses on the finance, health technology and consumer non-durables sectors. Brinton Eaton employs a combination of in-house and external research.

State commercial bank

Functions as a College/University

Mariner Wealth Advisors constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds and alternative investments. The firm manages clients’ assets through the direct purchase of securities, by allocating to other managers and/or by investing in a variety of funds. Each client’s asset allocation is determined by their specific objectives and unique circumstances. Mariner’s investment approach begins with a clear and thorough understanding of each client’s objectives, time horizon, risk, profile and income needs. They use a long-term strategy when providing and implementing advice. However, should a client’s situation or the basis for making an investment change, there are occasions where Mariner may use a short-term strategy and securities are held less than one year. Mariner uses active and passive management strategies. They employ the use of both qualitative and quantitative research methods. Certain strategies may include responsible investments that consider environmental, social and governance (ESG) factors. Many of their strategies are offered through managed accounts with third party managers and funds. Mariner may construct portfolios consisting of closed-end funds, ETFs, mutual funds and other investment vehicles which pursue investment strategies focused on global equities, global bonds, real assets and alternatives (managed futures, private funds and insurance linked products), among others. The firm offers a variety of options, as well as equity and fixed income managed account strategies to clients through their majority owner, Mariner LLC.