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 six core models plus a long/short model. One will be right for you.
iFolios Custom | |
---|---|
Account Minimum | $500,000+ |
iFolios Models | 6 Models, Customized |
iFolios Long/Short | Yes |
Managed by Ryan Investments | Yes |
Ongoing Consultation | Extensive |
Schwab Online Access | Yes |
Black Diamond Reports | Yes |
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! |