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.

Website

http://www.vantageadvisors.com

Contact Data
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In The News
Business Wire
January 5, 2021
Lido Advisors Positions for Expansive Growth in 2021 Naming Roberto Paredes EVP, Head of Distribution; Former regional vice president of Mariner Wealth Advisors brings nearly 30 years of experience and expertise to rapidly growing investment advisory firm
SNL Financial
January 7, 2015
Mariner Wealth Advisors buys majority stake in Vantage Investment Advisors
PR Newswire
January 5, 2015
Mariner Wealth Advisors Welcomes Vantage Investment Advisors: Rapidly expanding Mariner Wealth Advisors adds 14 experienced investment advisor professionals and continues to enhance its presence in the Northeast

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Recent Transactions
Details Hidden

Mariner LLC purchases Mariner Wealth Advisors (Inactive)

Transaction Advisors
Investment Advisor
Silver Lane Advisors LLC

Advised onMariner LLC purchases Mariner Wealth Advisors (Inactive)

Awards & Honors
Rank #182
2013
Financial Advisor Magazine - Top RIA Survey
Sponsored by Dow Jones & Company, Inc.

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