A complete list of active advisors currently associated with The Ryan Group Portfolio Design LLC
Warmer can help you find a great advisor at The Ryan Group Portfolio Design LLC or one who fits your needs even better.
The Ryan Group Portfolio Design LLC provides ongoing investment management and separate consultation services to individuals, families, trusts, estates and business entities. In addition to portfolio management, the firm offers tax-planning consultations and, when requested by clients, annual 1040 preparation as part of its engagements. The firm emphasizes individualized portfolio construction grounded in fundamental analysis, working with clients to develop investment policy documentation, target asset allocations and monitoring processes; ongoing management is discretionary within any client-set parameters. It offers asset-based management for ongoing relationships and also provides hourly consultation services for limited-scope projects, while requiring client participation in data gathering and periodic reviews. Unlike many investment managers that primarily serve pooled or institutional assets, the firm manages a relatively small book—approximately $932,715 across five discretionary individual accounts—and routinely works with non‑high‑net‑worth individual clients. The advisor combines investment advice with fee-for-service tax work, allows clients to impose written investment restrictions and generally relies on custodial statements rather than issuing proprietary regular portfolio reports; it does not vote proxies.
To learn more about the advisors currently working at The Ryan Group Portfolio Design LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Harbor Springs, MI
| 11
|
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