Baystate Wealth Management is now Mariner
How We Work
We operate with a commitment to excellence and a client-first mindset.
Our experienced team of professionals has been building investment portfolios for high-net-worth clients since 2010. We know that advisors and clients want to work with experienced people they can trust.
Our core principles guide our actions:
- Embody a strong work ethic
- Act with integrity and professionalism
- Share our knowledge and expertise
- Work as an extension of our advisors’ team, always putting the client first
We are committed to truly understanding each client’s unique needs and circumstances. That’s why we collaborate with advisors to develop creative, intentional portfolios to help achieve each client’s goals and objectives.
How We Help Our Clients and Their Advisors
The complexities of modern wealth require modern solutions.
Our team works hand-in-hand with advisors to develop personalized portfolios for clients. We focus on four areas:
We build client portfolios by using multiple categories of investments with varying levels of risk and varying expected rates of return. By evaluating our client’s needs and objectives, we select an asset allocation that fits. This strategy enables clients to diversity among different asset classes, adhere to a disciplined strategy over time, and track progress against goals. It is widely agreed that asset allocation is the most important factor in determining portfolio performance.
We focus on preserving principal and mitigating risk to help protect the wealth our clients have built. We advise on ways to adapt as markets and products change. Our experience enables us to distill complex information and communicate with clients in clear, relatable language to assure investors in all market conditions.
We view the advisor/client relationship as paramount and treat it with the utmost respect. As with all relationships, communication and support are key. Our team assists clients in achieving their goals and objectives and stands ready to support advisors by answering questions and preparing for client meetings. We strive to do all we can to make the advisor’s life easy and our clients’ experience positive.
Our approach focuses on serving our clients and their advisors, while we deliver portfolio insights and support. Mariner is dedicated to acting as a comprehensive wealth advisor to those we work with.