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Institutional Investment Advisory Services

Ryan Financial Group (RFG) has considerable experience serving and providing tailored asset management and strategic advisory services to endowments, foundations, and corporations. 

Whether this is managing portfolios for an endowment with a long time horizon or managing a corporation’s balance sheet capital in a conservative to provide compelling income, we support each client’s unique mission and long-term goals with dynamic investment strategies designed with a goal to help build and preserve capital through evolving market cycles.

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What makes RFG different?

What makes RFG different?


Internal Investment Specialist

  • Chief Investment Officer focused solely on managing client portfolios
  • Direct access to specific individuals tasked with managing their portfolios


Portfolio Construction and Management

  • Experience managing portfolios for institutional clients
  • Willingness to customize portfolios to increase the probabilities on meeting unique goals
  • Meaningful experience with Alternative investments, which are now accessible to more than just the largest foundations and endowments 
  • Exposure to boutique investment managers — true ‘hidden gems’ that aren’t easy to find


Communication and Transparency

  • Timely and detailed communication for performance drivers, market outlook, current positioning, portfolio changes, and investment fees
  • Active participation in investment committee meetings


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