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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.
Latest 13F Filing Activity
Ryan Investment Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 19 equity positions with a total 13F market value of $180B. The fund increased holdings in Vanguard Long-term Bond Etf, Ishares Msci Eafe Etf, Ishares Russell 1000 Growth Etf among other positions. Ryan Investment Management, Inc. reduced exposure to SPDR Bloomberg 1-3 Month T-bill Etf, Nextera Energy Inc. Com, Dimensional International Value Etf among others.
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 |
Industry Allocation
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