You demand performance. We know that you want to maximize returns and, when necessary, protect against significant loss. We are an independent investment management company with a unique portfolio management strategy called iFolios. As registered investment advisors (RIAs), we are legally held to a fiduciary standard and always focus on our clients' best interest.
With iFolios, our rules-based strategy and our discipline to follow it allows us to deliver the growth and protection you're looking for. We also offer an ESG version of our iFolios for investors interested in sustainable investing. We ensure that our experience and iFolios strategy work for every portfolio we manage.
With iFolios, our rules-based strategy and our discipline to follow it allows us to deliver the growth and protection you're looking for. We also offer an ESG version of our iFolios for investors interested in sustainable investing. We ensure that our experience and iFolios strategy work for every portfolio we manage.
Services
At Ryan Investments, we are money managers that strive to provide what most investors really want: growth & protection. Most portfolio managers determine an asset allocation plan and then follow a "set it and forget it" or "buy and hold" strategy. At best, they'll match the markets, both up and down.
Chris founded Ryan Investments in 2001 and is responsible for creating iFolios, an active allocation and trend-following strategy used by the firm to manage client portfolios. He splits his responsibilities between CEO and Investment Advisor, and is a member of the Investment Committee.
His previous experience includes 4 years as Sr. Portfolio Manager with NationsBank Private Client Group (Dallas), 5 years as Sr. Vice President with Merrill Lynch (Boulder/Aspen), and 4 years with Ernst & Young as a Senior Valuation Analyst (Denver/Dallas).
His previous experience includes 4 years as Sr. Portfolio Manager with NationsBank Private Client Group (Dallas), 5 years as Sr. Vice President with Merrill Lynch (Boulder/Aspen), and 4 years with Ernst & Young as a Senior Valuation Analyst (Denver/Dallas).
Our full-time business is providing investment management for high net worth investors and non-profits. To be clear, we do not provide loans, give estate planning advice, prepare tax returns or other "wealth management" services. We "just" manage money because that's what we're good at. We do work with these other professionals at our clients' requests, and we can make introductions for you if needed.
At Ryan Investments, we've trademarked the name iFolios to represent our unique portfolios and the way we manage them. We'll build and manage your portfolio(s) using index funds, thus the "i" in iFolios. Then we actively and constantly manage your allocation based on the price trends of each market.
As a starting point to describe our strategy, we believe most portfolio managers have a very difficult time beating a portfolio of index funds. Index funds are liquid, low cost, and tax efficient. Numerous studies have proven that very few managers can consistently pick the right stocks or bonds to beat the market.
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