Clinton S. Imes

Associate Wealth Advisor at Vantage Investment Advisors LLC

Clinton S. Imes

Clinton S. Imes

Associate Wealth Advisor at Vantage Investment Advisors LLC

Biography

As an associate wealth advisor with Vantage, Mr. Imes’ main role involves the preparation of investment proposals and the management of client accounts. He also provides support to the mutual fund research team. In his previous role, he provided investment research and market reports to multiple financial planners at Ameriprise Financial Services. He also analyzed client investment portfolios and assisted in the preparation of financial planning projections. Mr. Imes holds a bachelor’s degree in finance from the Pennsylvania State University.

Overview
RelSci Relationships

29

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RelSci Relationships are individuals Clinton S. Imes likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Managing Director, Broker Dealers at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Business Coordinator at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Executive Vice President at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Relationship Manager at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Relationship Manager at Vantage Investment Advisors LLC

Relationship likelihood: Average

Trading Supervisor at Vantage Investment Advisors LLC

Relationship likelihood: Average

Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Average

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Clinton S. Imes
Associate Wealth Advisor at Vantage Investment Advisors LLC
Career History
Associate Wealth Advisor
Current

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.

Other Affiliations

Clinton S. Imes is affiliated with Vantage Investment Advisors LLC

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