Sherry Confer

Business Coordinator at Vantage Investment Advisors LLC

Sherry Confer

Sherry Confer

Business Coordinator at Vantage Investment Advisors LLC

Biography

As the client service manager, Ms. Confer oversees the entire operation of the new business department. In addition to her direct management of the other team members, she establishes new accounts on Vantage’s system and monitors the account transfer process from start to finish. Her oversight ensures that new account transfers are complete, timely, and accurate. Ms. Confer is a South Hills Business School graduate and has over 20 years of experience in the financial services and insurance industry.

Overview
RelSci Relationships

38

Relationships
RelSci Relationships are individuals Sherry Confer 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 Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Relationship Manager 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

Managing Director, Broker Dealers at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Relationship Manager at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Administrative Assistant at Vantage Investment Advisors LLC

Relationship likelihood: Strong

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Sherry Confer
Business Coordinator at Vantage Investment Advisors LLC
Career History
Business Coordinator
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

Sherry Confer is affiliated with Vantage Investment Advisors LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Sherry Confer. 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 Sherry Confer's profile does not indicate a business or promotional relationship of any kind between RelSci and Sherry Confer.