Ronald Bruce Beyer

Senior Wealth Advisor at Vantage Investment Advisors LLC

Ronald Bruce Beyer

Ronald Bruce Beyer

Senior Wealth Advisor at Vantage Investment Advisors LLC

Biography

Mr. Ronald B. Beyer, CFA, is Senior Wealth Advisor at Vantage Investment Advisors LLC. He has over 25 years of experience in portfolio management and banking. In his current role with Vantage, he prepares investment proposals, manages solicitor and client relationships and performs research on investments.Prior to joining Vantage, Mr. Beyer managed fixed income and equity investment portfolios for eight years. In addition to his portfolio background, he was also responsible for asset/liability and liquidity management.Mr. Beyer holds a bachelor’s degree in quantitative business analysis from the Pennsylvania State University. He earned his Chartered Financial Analyst designation in 2000.

Overview
RelSci Relationships

40

Number of Boards

1

Relationships
RelSci Relationships are individuals Ronald Bruce Beyer likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Partner at Mariner Wealth 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 Research Analyst at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Trading Associate at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Business Coordinator at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Managing Director, Broker Dealers at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Relationship Manager at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Director, Portfolio Solutions at Mariner Wealth Advisors-Leawood LLC

Relationship likelihood: Strong

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Ronald Bruce Beyer
Senior Wealth Advisor at Vantage Investment Advisors LLC
Education

Penn State is a multicampus public research university that educates students from Pennsylvania, the nation and the world, and improves the well being and health of individuals and communities through integrated programs of teaching, research, and service. Penn State, founded in 1855 as an agricultural college, admitted its first class in 1859. Today Penn State is one of four “state-related” universities (along with the University of Pittsburgh, Temple University, and Lincoln University), institutions that are not state-owned and -operated but that have the character of public universities and receive substantial state appropriations.

Career History
Senior 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.

Boards & Committees
Member, Investment Committee
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

Ronald Bruce Beyer is affiliated with Vantage Investment Advisors LLC, Vantage Investment Advisors LLC

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