Business Details
25 Years
experience
Your Trusted Partner for Wealth Management Solutions
Ryan Investments is a boutique wealth management firm dedicated to serving high-net-worth families and non-profit organizations nationwide. Founded in 2001, we operate as a registered investment advisor (RIA) and fiduciaries, combining credentials such as CFA and CFP with decades of experience to deliver tailored financial solutions. Our approach integrates deep expertise in estate planning, tax strategies, and asset allocation, emphasizing integrity and client-centric service. We specialize in developing comprehensive investment plans that incorporate our proprietary iFolios strategy, third-party managers, and alternative assets. Our team collaborates closely with clients' other advisors, including attorneys and accountants, to ensure holistic financial planning.With a focus on growth and downside protection, we prioritize transparency, security, and long-term client relationships. Our fee structure is designed for fairness, with breakpoints that benefit larger portfolios. Headquartered in Basalt, Colorado, we serve clients through personalized consultation and 24/7 account access via trusted custodian Charles Schwab. Our commitment to excellence is reflected in our track record of delivering results while maintaining rigorous compliance and ethical standards.
Services
Wealth Management
Portfolio Management
iFolios Strategy
Custodial Accounts
ESG Investing
Details
- Year established: 2001
Highlights and features
- We offer decades of experience in wealth management for high-net-worth clients.
- Our proprietary iFolios strategy balances growth and downside protection.
- We collaborate with clients' existing advisors for comprehensive financial planning.
- Our fee structure prioritizes fairness and transparency for all portfolio sizes.
- We maintain rigorous compliance and ethical standards as SEC-registered fiduciaries.
Associations and certifications
- SEC Registered Investment Adviser
Services
Wealth Management
Ryan Investments provides comprehensive wealth management for high-net-worth families and non-profits. Our services include estate planning, tax strategy, and asset allocation tailored to clients' unique financial goals. We emphasize collaboration with external advisors to ensure holistic solutions.
Portfolio Management
Our portfolio management services utilize proprietary iFolios strategies to balance growth and risk. We employ globally diversified index funds with active trend-following signals, offering customizable allocations for individual and institutional clients.
iFolios Strategy
iFolios combines index fund diversification with systematic risk management. This trademarked approach dynamically adjusts allocations based on market trends, aiming to maximize growth during upturns while mitigating losses during downturns through predefined rules.
Custodial Accounts
We partner with Charles Schwab to provide secure custodial services. Clients benefit from independent account valuation, 24/7 online access, and separation of portfolio management from asset custody for enhanced transparency and security.
ESG Investing
Our ESG investment solutions align portfolios with environmental, social, and governance values. Using the same iFolios framework, we offer diversified ESG fund portfolios that maintain rigorous risk-return parameters while reflecting clients' ethical priorities.
People
Christopher S. Ryan
CEO & President
Founder of Ryan Investments with 20+ years in wealth management. Former Sr. Portfolio Manager at NationsBank and Merrill Lynch. Holds CFA and CPA credentials. Developed the proprietary iFolios strategy and oversees firm operations.
Travis Van Domelen
Manager, Portfolio Trading
Portfolio Trading Manager with prior experience at First Western Trust Bank. Holds CFP designation. Oversees daily portfolio monitoring and execution of trading signals. Native Aspen resident with expertise in market trend analysis.
Casey Livingston
Manager, Client Services
Client Services Manager responsible for custodian liaison and compliance oversight. Former medical editor and healthcare professional. Manages account operations and client reporting systems while serving on the Basalt Education Foundation board.
Emma de Francisco
Manager, Business Operations
Business Operations Manager with diverse experience in accounting and client services across Aspen, Washington D.C., and Australia. Oversees technology implementation, marketing strategies, and serves as primary client contact for new accounts.
Questions
What investment strategies do you use?
We primarily use our proprietary iFolios strategy combining index funds with trend-following signals. We also employ third-party managers and alternative assets when appropriate for diversified portfolios.
How do you work with other financial professionals?
We collaborate closely with clients' existing advisors including attorneys, accountants, and other portfolio managers to ensure coordinated, comprehensive financial planning solutions.
What are your account minimums?
We have a soft minimum of $1 million investable assets to ensure we can effectively implement our strategies and provide appropriate service levels.
Do you offer ESG investment options?
Yes, we provide ESG portfolios using the same iFolios framework applied to environmentally and socially responsible funds while maintaining rigorous risk-return parameters.
How are fees structured?
Our fees are tiered: 1.00% for first $2M, 0.75% for next $3M, and 0.60% over $5M. We household accounts to help clients reach fee breakpoints.
What reporting tools are available?
Clients receive monthly Portfolio Review reports through Black Diamond and have 24/7 access to accounts via Charles Schwab's online platform for real-time portfolio monitoring.
