Mariner Wealth Advisors (Inactive) (extinct)

Mariner Wealth Advisors (Inactive) (extinct)

Mariner Wealth Advisors (Inactive) (extinct)

Overview
Date Founded

2000

Headquarters

1375 Martin Street,Suite 200,State College, PA 16803-2928

Type of Company

Private

Employees (Worldwide)

13

Industries

Investment Services & Portfolio Management

Company Description

Vantage Investment Advisors' investment approach focuses on asset allocation. The firm may make changes to the asset class weightings within a client's long-term asset allocation in response to changes in economic conditions, analyst forecasts or market trends. Changes to the asset allocation may also occur periodically to ensure that the portfolio complements each client's investment goals and individual circumstances. Through rebalancing, a buy low, sell high investment strategy is implemented to return clients to their target asset mix. The firm does not view rebalancing as an automatic process. Instead, they carefully review current economic conditions, the client's individual profile and potential tax consequences before making adjustments. The firm primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or ETFs, and independent investment managers on a discretionary and non-discretionary basis in accordance with the client’s designated investment objectives.

Contact Data
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Recent Transactions
Details Hidden

Mariner LLC purchases Mariner Wealth Advisors (Inactive)

Transaction Advisors
Investment Advisor

Advised onMariner LLC purchases Mariner Wealth Advisors (Inactive)

Awards & Honors
Rank #182
2013
Financial Advisor Magazine - Top RIA Survey
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