Annette Bidart

Annette Bidart is a Reno-based Senior Institutional Advisor at Mariner Institutional. Her Mariner profile says she oversees and manages client relationships, develops investment policy guidelines, optimizes portfolios, selects investment managers, presents performance-monitoring reports and conducts trustee education on investment topics.

Before Mariner, Bidart was a consultant at AndCo, where she focused on client service, investment policy development, asset allocation strategy, manager structure implementation, plan monitoring, evaluation and advisement. Mariner announced on February 1, 2024 that it was acquiring AndCo Consulting and Fourth Street Performance Partners to create Mariner Institutional, adding offices including Reno and $104 billion in assets under advisement.

Bidart previously co-founded Bidart & Ross with James Ross in 1989. A 2014 Northern Nevada Business Weekly profile described Bidart & Ross as an early fee-only financial advisory and institutional consulting firm; at that time it had eight staff members, nearly 50 clients and $4.2 billion in client assets, primarily from corporate retirement plans, nonprofit foundations and endowments.

She holds Bachelor of Arts degrees in Political Science and Spanish from the University of Nevada. Mariner also lists her as a volunteer advisory board member for the Center for Basque Studies and a former board member for the University of Nevada Foundation, Go Red American Heart Association and the Community Foundation of Western Nevada.

• Public sources do not support the stub classification of Bidart as a startup angel investor or seed-stage investor. Her verified work is institutional investment consulting rather than direct venture investing.
• Her focus is fiduciary advisory work for institutions: investment policy, asset allocation, manager research and selection, reporting, trustee education and governance.
• Bidart & Ross was built around fee-only advisory work, with no fund or manager representation and no sales commissions, according to Northern Nevada Business Weekly.
• Her operating philosophy emphasizes client retention and selectivity. In the 2014 profile, Bidart said, “Our current clients are our most important clients.”
• Mariner Institutional describes its approach as research-driven, customized to each institution and “always acting in a fiduciary capacity.”