Ex-Focus Partners Wealth trio launches $1.3B Mosaic Value Partners with Mariner Independent
Updated
Updated · InvestmentNews · Apr 28
Ex-Focus Partners Wealth trio launches $1.3B Mosaic Value Partners with Mariner Independent
4 articles · Updated · InvestmentNews · Apr 28
John Buckingham, Jason Clark, and Christopher Quigley, joined by three team members, established Mosaic Value Partners as Mariner Independent’s largest debut, bringing $1.3 billion in client assets.
The firm, rooted in value investing, plans to revive its Value Investor Perspectives research publication and leverages Mariner’s integrated planning, estate, tax, and insurance resources for expanded client service.
The trio previously worked at Kovitz Investment Group, which was integrated into Focus Partners Wealth earlier this year, and sought greater independence and growth opportunities through Mariner’s platform.
Why did Mariner sell a $31B network while onboarding a new billion-dollar team?
As inflation persists, can Mosaic's value philosophy shield investors from the market's 'diversification mirage'?
How will Mosaic's relaunched research navigate today's AI disruption and stagflationary shocks?
With rate cuts off the table, what advanced strategies can RIAs offer beyond investment advice?
Is the 'Great Wealth Migration' creating true independence or just a new generation of mega-RIAs?