Ryan Investments

Christopher Ryan is a CFA® charterholder with 23 years of industry experience. He has been with Ryan Investment Management, Inc. since 2001. Ryan Investments provides discretionary portfolio management and model-portfolio services primarily to individuals, families, trusts, estates, and charitable organizations, typically serving clients with at least $1 million in investable assets. The firm employs six proprietary iFolio models that use trend-following techniques and primarily invest in low-cost index mutual funds and ETFs.

Matthew Owings is a financial advisor at Yule Creek Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at M. Austin Investments, LLC and Equus Private Wealth. Yule Creek Wealth Management provides discretionary investment management primarily for high-net-worth individuals and family offices, focusing on broad asset-allocation portfolios and specialized fixed-income strategies. The firm combines low-cost, index-based ETFs with active fixed-income management and emphasizes municipal-bond expertise and rigorous credit analysis.

Nathaniel Kaup is a CFA charterholder with three years of industry experience. He is currently with Yule Creek Wealth Management, LLC and has prior experience at M. Austin Investments, Equus Private Wealth Management, and Credit Suisse AG. Yule Creek Wealth Management provides discretionary investment management primarily for high-net-worth individuals and family offices. The firm combines low-cost, index-based ETFs with an active fixed-income program and employs both strategic and tactical asset allocation, emphasizing municipal-bond expertise and hands-on issuer due diligence.

William Van Domelen is a CFP® professional with six years of industry experience. He has worked at Ryan Investment Management since 2019, following positions at First Western Trust and Tamarac Inc. He is based in Basalt, Colorado. Ryan Investments provides discretionary portfolio management and model-portfolio services primarily to individuals, families, trusts, estates, and charitable organizations, generally serving clients with a soft $1 million investable-assets guideline. The firm uses six proprietary iFolio models based on trend-following technical indicators and constructs portfolios mainly with low-cost index mutual funds and ETFs.