All of the portfolios we manage are iFolios and use the same asset allocation models, low-cost index funds, trading signals and strategies. To accommodate all investors, we have developed two different ways to deliver our service to our clients.

 

iFolios Custom

iFolios Direct

Account minimum

$500,000+

$5,000 – $500,000

iFolios models

6 models, customized

6 models

Managed by Ryan Investments

Yes

Yes

Ongoing consultation

Extensive

Limited

Schwab online access

Yes

Yes

Black Diamond Reports

Yes

No

Tax loss harvesting

Yes

Limited

ESG investing available

Yes

No

Can include low basis holdings

Yes

No

Individual, Joint, IRAs

Yes

Yes

Trusts, Non-profits

Yes

No

Getting started

Consult with us

Online through Schwab

Growth & Protection

Yes!

Yes!

Ready to get started?

Yes!

Yes!