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!