Slide background

Custodial accounts

We believe investors should always have their investments held (or custodied) at a secure institution that is separate from their money manager. This provides security, checks and balances, and independent valuation and reporting. At Ryan Investments, you can choose your custodian or use the one you already have. We manage portfolios, for example, that are custodied at Charles Schwab, Northern Trust, and others. Clients receive all monthly statements and trade confirmations directly from their custodian. On-line access is available for instant access to your accounts.

Our preferred custodian is Charles Schwab Institutional. They are the leading U.S. provider of custody and trading services to private investment advisory firms. Schwab provides 1,800 professionals to support over 6,000 independent advisory firms with over $500 billion under management. At Schwab, they do not charge you for custody and statements, and we have negotiated the lowest possible commission on your behalf. Through SIPC and Lloyds of London insurance, client portfolios at Schwab are protected up to $150 million from losses resulting from insolvency or liquidation. In essence, Schwab and other custodians are our “bricks and mortar” and Ryan Investments, through limited power of attorney, is your personal money manager.