Investment Management Partners and Client Login

At Ryan Wealth Management, we understand that superior client advice comes with superior partners. This is why we have partnered with some of the most widely respected companies in our industry including Charles Schwab, Dimensional Fund Advisors (DFA), and Loring Ward. These companies bring our clients investment innovation, technology, and efficiency, and allow us to concentrate on what we do best; providing advice.

For almost two decades, Loring Ward has provided portfolio management and back-office services to a select group of America’s most knowledgeable and successful independent financial advisors and their clients. These services include client reporting, portfolio management, operational processing, securities trading, and educational and training support.

Loring Ward’s support services allow advisors to spend more time working with clients and less time dealing with the day-to-day management of operational details. Ryan Wealth Management receives a high level of service from Loring Ward including a dedicated administrative team assigned to servicing the needs of our firm and our clients. Loring Ward is headquartered in San Jose, California.

The video below, reviews the importance of Loring Ward’s investment committee. Ryan Wealth Management’s clients benefit from this partnership with Loring Ward through increased research from their investment committee which includes Nobel Prize Laureate, Harry Markowitz, and nationally recognized behavioral finance expert, Meir Statman.

  • View your Loring Ward/DFA Account
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    Dimensional Fund Advisors (DFA) is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional Fund Advisors’ investments are designed to meet the needs of professional investors, and the firm’s resources are devoted to improving these strategies wherever possible.

    Investments are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Ryan Wealth Management. Our relationship with Dimensional Fund Advisors is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

    DFA’s investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, DFA has continued to work with some of the world’s leading financial economists to develop and enhance its strategies.

     

    Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.

    Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today’s economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.

  • Charles Schwab

     

    Pershing is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who represent approximately 5.5 million active investor accounts.

  • Pershing

     

    Royal Alliance is a firm with a long history of working exclusively with independent financial advisors. Royal is one of the largest provider of dedicated custodial services to the independent investment advisor community and offers investors a variety of advantages such as specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access. Royal Alliance Associates provides a secure and cost-efficient access to the wealth management and investment products that is crucial in today’s economic environment. Royal is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.

  • View your Royal Alliance Account

     

    Sunwest Pensions is a Metropolitan Phoenix based third party administrative and recordkeeping firm specializing in the consulting, administration and recordkeeping of all types of retirement plans. Sunwest Pensions has been providing these services to a wide and varied client base throughout the United States since 1998. We have found that the best service that we can provide is by developing relationships with our clients and their advisors by responding quickly and efficiently to their needs.

  • Sunwest

     

     

    Listed entities are not affiliated with Royal Alliance Associates, Inc. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.