Diane M. Barnes

Trading Supervisor at Vantage Investment Advisors LLC

Diane M. Barnes

Diane M. Barnes

Trading Supervisor at Vantage Investment Advisors LLC

Biography

Ms. Diane M. Barnes is Investment Analyst at Vantage Investment Advisors LLC. Prior to joining Vantage, Ms. Barnes was employed as a Financial Sales and Service Representative by Thrivent Financial, where she attained various NASD licenses. During this time, she participated in the new business process, as well as, in the recommendation of investments to potential and existing clients.

Overview
RelSci Relationships

29

Relationships
RelSci Relationships are individuals Diane M. Barnes likely has professional access to. A relationship does not necessarily indicate a personal connection.

Executive Vice President at Vantage Investment Advisors LLC

Relationship likelihood: Average

Senior Relationship Manager at Vantage Investment Advisors LLC

Relationship likelihood: Average

Senior Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Average

Business Coordinator at Vantage Investment Advisors LLC

Relationship likelihood: Average

Senior Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Average

Managing Director, Broker Dealers at Vantage Investment Advisors LLC

Relationship likelihood: Average

Associate Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Average

Managing Director at Mariner Wealth Advisors LLC

Relationship likelihood: Average

Relationship Manager at Vantage Investment Advisors LLC

Relationship likelihood: Average

Senior Trading Associate at Vantage Investment Advisors LLC

Relationship likelihood: Average

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Diane M. Barnes
Trading Supervisor at Vantage Investment Advisors LLC
Career History
Trading Supervisor
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

Diane M. Barnes is affiliated with Vantage Investment Advisors LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Diane M. Barnes. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Diane M. Barnes's profile does not indicate a business or promotional relationship of any kind between RelSci and Diane M. Barnes.