A complete list of active advisors currently associated with Ryan Investments

Warmer can help you find a great advisor at Ryan Investments or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ryan Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.