About the Founder
Having worked in the financial services industry for nearly two decades, Ryan has firsthand experience working in banks, national investment firms or “wirehouses” and Registered Investment Advisory firms (RIA’s) prior to starting his own RIA.
Ryan started his career with Washington Mutual Bank, while attending the University of California, Irvine. He moved on to Merrill Lynch in Newport Beach, working in operations as an associate, and later joined Smith Barney to pursue his goal of working in portfolio management. Morgan Stanley acquired Smith Barney shortly thereafter and Ryan was promoted to First Vice President and Portfolio Management Director in Newport Beach.
Now at Court Investment Services, Ryan assists clients and trusted professional partners in managing their assets through a proactive customer service model and customized “process driven” investment approach that adheres to court directives. This strategy involves identifying low cost and tax efficient exchange-traded funds (ETFs) and mutual funds to construct a low correlated conservative investment allocation.
Our Business & Philosophy
Passion: We are passionate about serving the legal and fiduciary community, working together to achieve a common goal. We understand the difficulty and challenges in simply getting court accounts opened, and retitling investment accounts held at outside banks, brokerages, credit unions, transfer agents, and more.
Long-Term Focused: Serving as your back office in keeping everything organized and consolidated is our specialty. We thrive on the opportunity to work with fiduciaries and attorneys to demonstrate the significant value we can provide. We understand reputation is everything, and that’s why we put customer service above all else. Our clients are our first priority.
Results, Not Promises: We strive to understand your needs and execute accordingly to deliver results, not promises.
Serving Clients Nation-Wide
Trusted by Attorneys and Fiduciaries around the United States
We understand the challenges of servicing a court account and have developed a process for making it easy for you and your clients. Our acute attention to detail, knowledge of probate code, and high-quality customer service are unprecedented. We strive to simplify your situation while acting in your best interest to protect your assets.
We look forward to hearing from you!
