All of the portfolios we manage are iFolios and use the same asset allocation models, low-cost index funds, trading signals and strategies. To accommodate all investors, we have developed five core models plus a long/short model. One will be right for you.
| Clients Served | High Net Worth and Non-Profits |
| Account Minimum (soft minimum) | $1 million investable |
| iFolios Core Models | 5 Models, customizable |
| iFolios Long/Short | Yes |
| Managed by Ryan Investments | Yes |
| Ongoing Consultation | Extensive |
| Schwab Online Access | Yes, 24/7 |
| Black Diamond Reports | Yes, monthly and on request |
| Tax Loss Harvesting | Yes |
| ESG Investing Available | Yes |
| Can Include Low Basis Holdings | Yes |
| Individual, Joint, IRAs | Yes |
| Trusts, Non-Profits | Yes |
| Getting Started | Consult with Us |
| Growth and Protection | Yes! |
| Ready to get Started? | Yes! |