Eliane Chavagnon
Reporter
10 July 2012
Daily News Analysis
Kansas-based Mariner Wealth Advisors, an independent advisory firm, is expanding its wealth advisory team by acquiring a majority interest in the wealth management division of Omaha, NE-based Orizon Investment Counsel.
As part of the acquisition, Orizon’s name will change to Mariner Wealth Advisors, with its systems fully integrated into Mariner’s as soon as is practical, the firm said.
"As part of the Mariner team, our professionals will be able to deliver resources and innovation beyond what we currently have access to,” said Daniel Tucker, president of Orizon.
Orizon’s wealth management team consists of 14 wealth professionals, including four senior advisors.
Mariner also expanded its wealth advisory team in February, with the acquisition of a majority interest in Tulsa's Adams Hall Asset Management.
At the end of March, the firm appointed William Greiner as chief investment officer.
Mariner provides wealth planning, asset management and family office management. It has around $8 billion in assets under management and is led by chief executive Martin Bicknell.
