Your realistic downside
A 6-month range in dollars, stress-tested against past markets.
Independent Investment Advisory
We manage investments for trusts, estates, and the people who oversee them.
Court Investment Services is an independent, state-registered investment adviser in Newport Beach. We build and manage portfolios, show you in plain numbers how much they could rise or fall, and document every decision so fiduciaries can stand behind it.
No cost for the first conversation. We can meet at your office.
Sample baseline report
Portfolio value
$1,250,000
- Realistic 6-month range
- −6.7% to +9.7%
- Sustainable monthly draw
- $6,200
- Annual fund costs
- 0.11%
Illustrative figures, not a client account.
- State-registered investment adviser, CRD #290935 (opens in new tab)
- Accounts held at Charles Schwab & Co.
- Fee-based advisory
- Form ADV and brochures
Getting Started
How it works
- Step 1
Intro call
We learn about the account, the beneficiaries, and what the money needs to do.
- Step 2
Baseline report
For an existing portfolio, we show its real risk, costs, overlap, and tax efficiency before changing anything. Starting from cash, a short questionnaire sets the risk level.
- Step 3
Ongoing management
We invest, monitor, and adjust, with regular reports you can put in the file.
Our Services
What you get
A safe spending number
A monthly income range with clear guardrails.
Low-cost, independent picks
ETFs chosen on cost, quality, and tax efficiency.
A plan for big single stocks
Hold, trim, diversify, or use for income, with the reasoning written down.
Who We Serve
Who we work with
Professional fiduciaries & trustees
Conservatorships, special needs trusts, and estate accounts, with documentation that holds up to review.
For fiduciariesTrust & estate attorneys
A clear investment record to support your counsel on complex portfolios.
For attorneysIndividuals & families
Retirement income, inherited portfolios, and large stock positions, explained in plain terms.
For individualsBefore you hire any adviser
Seven questions every fiduciary should be able to ask, and get answered in writing.
Read the 7 questions
Who you’ll work with
Ryan Yuhnke, Founder and Principal, leads client portfolios at Court Investment Services. He spent two decades at Merrill Lynch and Morgan Stanley, latterly as a First Vice President and Portfolio Management Director, before founding the firm to work with attorneys and professional fiduciaries.
Start with a 20-minute call
Tell us about the account. We’ll tell you whether we’re a fit and what the first step would be.