Michael S. Ryan, Inc.
Michael S. Ryan, Inc. is an investment advisory and asset management firm based in Latham, New York. The firm, led by Michael S. Ryan, manages investment portfolios and provides financial planning for high-net-worth individuals and families. It is a registered investment adviser, known for a relatively personal and tailored service model. The firm manages around $147 million in assets and is reported as a hedge fund by 13F filings. Specific founding year and employee count are not publicly disclosed.
Investment Strategy
Michael S. Ryan, Inc. takes a personalized, research-driven approach to portfolio management. Investment decisions are made internally and are not outsourced, focusing on aligning each client's portfolio with their individual goals, objectives, time horizon, and risk tolerance. The firm conducts extensive research to inform asset selection and allocation. It utilizes block trading to ensure all clients' portfolios receive changes simultaneously at the same price and typically invests the personal portfolios of principals alongside clients. Its strategy emphasizes comprehensive in-house financial planning, including retirement, tax, and estate planning, tailored to each client’s unique situation.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYV | SPDR SERIES TRUST | 15.23% | $25.5M | 461,315 | $45.16 | $55.33 | +$1.2M |
S SPYG | SPDR SERIES TRUST | 13.69% | $22.9M | 219,521 | $81.10 | $104.51 | +$1.8M |
V VEA | VANGUARD TAX-MANAGED FDS | 10.59% | $17.7M | 296,145 | $46.08 | $59.92 | +$778.5K |
X XSOE | WISDOMTREE TR | 10.50% | $17.6M | 463,862 | $30.65 | $37.94 | +$1.5M |
M MDYV | SPDR SERIES TRUST | 6.18% | $10.4M | 124,176 | $69.65 | $83.41 | +$433.3K |