Wealth Management

We take a “functional wealth” approach to help our high-net-worth and non-profit clients make their money work for their unique situation. Estate planning, taxation, overall asset allocation strategy, philanthropic opportunities, portfolio management, etc. – these aspects all need to be coordinated. We help our clients work through these aspects, often working closely with their other advisors and professionals.

Portfolio Management

Our area of deep expertise is portfolio management. Depending on the clients’ wealth management plan, it may be appropriate for Ryan Investments to manage all or a part of their investable assets. We provide an excellent core portfolio strategy for global stock and bond portfolios with a focus on growth with a downside protection overlay. We also offer a long/short global stock strategy designed to capture growth in all markets. When a client desires an allocation to other asset classes, strategies, or alternative markets, we can help them find, vet, and evaluate outside managers.

Our iFolios Investment Strategy

At Ryan Investments, we manage all portfolios using our trademarked strategy we call iFolios. The “i” is for index funds, and of course, Folios means your portfolio. We build and manage portfolios using globally diversified index funds. We actively manage the allocation using percentage ranges and our proprietary trend-following signal. We offer a complete suite of iFolios to suit any investor and we’ll customize your iFolio to perfectly fit your needs. Learn more about our iFolios® strategy.

Custodial Accounts

We believe investors should always have their investments held (or custodied) at a secure institution that is separate from their portfolio manager. This provides security, checks and balances, and independent valuation and reporting. At Ryan Investments, we work with Charles Schwab as custodian and trading partner. Clients have 24/7 transparency to their accounts through Schwab’s on-line website.

Fee Schedule

Ryan Investments is dedicated to providing clients with the highest level of service and performance. We “household” all of a client’s portfolios together to help them achieve the fee schedule breakpoints. We apply the following fee schedule consistently to all clients in the pursuit of fairness:

First $2 million 1.00%
Next $3 million 0.75%
Over $5 million 0.60%

For example, a client with $4 million aggregate portfolio value would pay a blended rate of 0.875% per annum. Under certain limited circumstances, we may negotiate fees.