Ryan Investment Management, Inc. (RIM) is an investment advisory firm registered with the Securities and Exchange Commission. Based in Aspen, Colorado, RIM specializes in personalized investment advisory and management services to individuals, family offices, trusts, and non-profit organizations. Our aim is to understand your unique financial situation, customize a portfolio plan that will meet your unique goals, actively manage your portfolio according to your plan, and provide meaningful performance reports.
After we understand your unique needs, we develop a written portfolio plan for you that will balance your risk tolerance and return expectations. We then actively manage your portfolio within the ranges allowed in your asset allocation strategy. We do not simply buy and hold and hope for the best. We favor index funds for core portfolios based on their cost effectiveness and tax efficiency. However, depending on your specific needs, we may also invest in individual stocks and bonds, mutual funds, and alternative investments including private equity and hedge funds.