Ryan Investment Management, Inc.
Ryan Investment Management, Inc. is a SEC-registered investment advisory firm headquartered in Basalt, Colorado. The firm, also known as Ryan Investments, was founded in 1992 and has a small team of approximately 4 employees. It primarily serves high net worth individuals, individuals, and a select group of charitable organizations, providing personalized investment management and advisory services. As a fiduciary, the firm focuses on tailored asset management and wealth planning for clients, operating chiefly within the United States.
Investment Strategy
Ryan Investment Management, Inc. delivers personalized investment advisory and portfolio management services with an emphasis on serving high net worth individuals and select charitable organizations. Its strategy centers on aligning investment portfolios with clients’ individualized goals, risk tolerance, and long-term financial needs. The firm acts as a fiduciary and offers discretionary and non-discretionary portfolio management, using a diversified approach to asset allocation, while periodically reviewing and rebalancing client portfolios to adapt to market and client-specific factors. There is no publicly stated investment philosophy regarding particular asset classes or styles, but the focus is on long-term wealth preservation and growth for private clients.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EFA | ISHARES MSCI EAFE ETF | 24.83% | $44.68B | 478,568 | $90.07 | $93.37 | +$9.24B |
I IWF | ISHARES RUSSELL 1000 GROWTH ETF | 17.29% | $31.11B | 66,406 | $426.76 | $468.41 | +$4.31B |
I IWD | ISHARES RUSSELL 1000 VALUE ETF | 16.52% | $29.72B | 145,973 | $194.83 | $203.59 | +$3.19B |
S SPY | SPDR S&P 500 ETF TRUST | 8.33% | $14.98B | 22,487 | $621.09 | $666.18 | +$2.02B |
Q QQQ | INVESCO NASDAQ 100 ETF | 8.25% | $14.85B | 24,729 | $555.72 | $600.37 | +$2.35B |