Ryan Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$267,262,000
Clients
138
Advisors
3
of 6 employees
About
Ryan Investments serves high-net-worth individuals, nonprofit clients, and occasionally family offices or other advisory firms in a sub-advisory capacity, offering comprehensive wealth management and discretionary portfolio management. The firm provides active allocation through its iFolio models and, following a recent statutory merger, added customized municipal bond portfolio management as a standalone or portfolio component.
Investment decisions are implemented using globally diversified allocations built primarily with low-cost index funds and ETFs, while day-to-day trading is governed by a price-based, trend-following discipline that the firm applies to its iFolio models. For some accounts the firm may employ short-term inverse ETFs for hedging and manages municipal bond portfolios using both portfolio-level and security-level analyses to pursue tax‑efficient income and capital preservation.
Noteworthy for a firm of its size and advisor count, Ryan Investments combined businesses via a merger that retained existing personnel and expanded capabilities, resulting in a $272 million discretionary platform supported by four advisors. The combination of a systematic trend-following allocation approach, routine use of index funds alongside occasional individual municipal bond trading executed through third‑party brokers, and a formal pre-clearance and oversight process for fixed‑income trading distinguishes its operational and investment profile from many peers.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually for equity/balanced portfolios; 0.60% annually for municipal bond portfolios $2,000,001 - $5,000,000: 0.75% annually for equity/balanced portfolios; 0.45% annually for municipal bond portfolios $5,000,001+: 0.60% annually for equity/balanced portfolios; 0.35% annually for municipal bond portfolios
Account minimum: $1,000,000 for equity/balanced portfolios; $2,000,000 for customized municipal bond portfolios Fee-only: Fee-based; no commissions charged.
Main office
22860 Two Rivers Road, Suite 200
Basalt CO 81621
Advisors at this office
3
Most active in
California · Colorado · Texas
Also doing business as
Ryan Investment Management, Inc. · Ryan Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christopher R
CFA®, Series 63, Series 65
Basalt, CO
Ryan Investments
Christopher Ryan is a CFA® charterholder with 24 years of industry experience. He has been with Ryan Investment Management, Inc. since 2001. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices by providing comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, low-cost index fund and ETF strategy combined with a price-based, trend-following discipline and customized municipal bond portfolio management.
Matthew O
Series 65
Basalt, CO
Ryan Investments
Matthew Owings is a financial advisor at Ryan Investments with 13 years of industry experience. He holds the Series 65 designation and has worked previously at M. Austin Investments, LLC and Equus Private Wealth. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices, offering comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, actively allocated approach using primarily low-cost index funds and ETFs, combined with a price-based, trend-following discipline and customized municipal bond portfolio management.
Nathaniel K
CFA®
Basalt, CO
Ryan Investments
Nathaniel Kaup is a CFA® charterholder with four years of industry experience. He currently works at Ryan Investments and has prior experience at M. Austin Investments, LLC and Credit Suisse AG. Ryan Investments provides wealth management and discretionary portfolio management services to high-net-worth individuals, nonprofit clients, and family offices. The firm uses globally diversified, low-cost index funds and ETFs with an active, price-based trend-following trading approach, and offers customized municipal bond portfolio management following a recent merger.
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