Ryan Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$240,634,000
Total clients
107
71% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
54
Average account size
$2,248,916
About
Ryan Investments provides fee-based advisory and continuous portfolio management services to individuals, families, trusts, estates, and charitable organizations, generally working with clients who meet a soft $1 million investable-assets threshold. The firm reports approximately $224.5 million in assets under management and offers both model-based and custom strategies.
The firm’s investment process is centered on six proprietary iFolios model portfolios that are built primarily with low-cost index mutual funds and ETFs and are managed on a discretionary basis once a model is selected. Investment decisions follow a systematic trend-following discipline—using moving averages and other technical indicators to remain fully invested in up‑trending holdings and trim or exit down‑trending positions—and the firm may use inverse ETFs for short-term hedging.
Distinctive features include concentrating most client assets in its iFolios (approximately $207.5 million per the brochure) where the firm retains sole investment authority, rather than relying mainly on client-directed trading, and a limited willingness to accept restricted or nondiscretionary accounts. The firm also participates in the Schwab Institutional program for custody and trading support, discloses the services received there, and notes that proxy voting is rarely applicable because client holdings are almost exclusively index funds and ETFs.
Client services
Expertise
Fee options
$0 - $2 million: 1.00% $2 million - $5 million: 0.75% $5 million+: 0.60%
Account minimum: $1,000,000
Main office location
Ryan Investments
22860 Two Rivers Road, Suite 200
Basalt CO 81621, United States
Number of offices
1
Most active in
California · Colorado · Texas
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.
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