CALL US: 800-384-1756 HOME › WEALTH MANAGEMENT SERVICES FOR INDIVIDUALS › INVESTMENT MANAGEMENT SERVICES Investment Management Services Find a Local Advisor Find a Location Customized Investment Portfolio Management Service Investment Planning to Help You Achieve Your Goals Your investment portfolio should be an extension of your financial strategy. Our investment team is here to provide advice on portfolio construction, asset allocation and investment strategies as part of your overall wealth management plan. When working with you to build your portfolio, we consider your objectives, risk tolerance and other factors, such as liquidity needs, then recommend a portfolio of investments to help you achieve your goals. As we work with you, we focus on diversification among multiple asset classes, such as cash, fixed income, equities and alternative investments. We may use active and passive strategies and, within each asset class, consider different styles and strategies. We then review your portfolio with you periodically to help ensure it continues to align with your risk tolerance and objectives. Customized Approach We employ an open architecture framework with the flexibility to use third-party managers and in-house solutions as we construct portfolios. Portfolios may be constructed using individual securities, exchange-traded funds (ETFs), mutual funds, separately managed accounts and/or limited partnerships when appropriate. Your Investment Management Services Team Katrina Radenberg, CFA Chief Investment Officer 913-647-9744 Jeff Krumpelman, CFA Chief Investment Strategist & Head of Equities Office: Cincinnati, Ohio 513-618-3062 William Greiner, CFA Chief Economist 913-653-9621 Brad Rollins, CFA Vice President, Investments 918-991-6904 Brett Kunshek, CFA Head of Options 913-647-9708 Rob Woodard, CFA, CAIA®, CLU®, ChFC®, CFP® Managing Director, Institutional Relationships 913-732-1721 Sandy Pourcillie, CFA Head of Fixed Income 314-227-3276 Ken Powell, CFA Senior Portfolio Manager, Equities 913-535-4169 Justin Richter, CFA, CFP® Senior Wealth Advisor Office: Kansas City 913-647-9706 Sanja Milas Hardy Senior Wealth Advisor Office: Kansas City 913-387-2776 INVESTMENT MANAGEMENT SERVICES INSIGHTS Inflation Setting In – Raising Expectations NOVEMBER 4, 2021 Read Risk Levels Have Increased…But Fundamentals Remain Positive OCTOBER 7, 2021 Read Decoding Digital Assets: Are They Right for You? OCTOBER 5, 2021 Read See all Insights Discover how we can help you achieve your goals. Thanks for wanting to learn more about how we’ll partner with you. Complete this form, and we’ll share our 360° approach to wealth management or find a location near you. Name Email Phone Are You A: Are You A: Client Prospective Client Advisor/Investment Representative Other Message CAPTCHA Contact Us Mariner Wealth Advisors NewsroomPrivacyCookie PolicyCCPAForm CRSForm ADVLegalFor AdvisorsContact Our Team © 2021 Mariner Wealth Advisors Subscribe to Our Newsletter Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles. Untitled Untitled Untitled This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in tracking and performance tools, and in order to improve and customize your browsing experience. To find out more about the cookies we use, see our privacy policy. Accept