Ryan A. Collier

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Sr. Portfolio Manager and Director of Investment Management

As a Senior Portfolio Manager and the Director of Investment Management my focus is working with clients and trustees to ensure that their investment portfolio is invested appropriately based upon their goals and plans. As Director of Investment Management my role is to oversee the investment team to make sure that we are achieving our client's investment goals. Having been with the firm for over 12 years I feel the best part of my job is helping someone remove the worries or concerns they have about their investments.

Personal Financial Planning Experience

  • Over eighteen years of experience in financial services industry.
  • Experience includes investment research and analysis, as well as, the developing and monitoring of portfolios to meet client goals.

Career History

  • Bedel Financial Consulting, Inc., Sr. Portfolio Manager & Director of Investments.
  • Wealth Management firm working with individuals and families to achieve financial security and lifetime goals.
  • Fifth Third Bank , Investment Representative.
  • Charles Schwab & Co., Investment Representative.

Educational and Professional Designations

  • Bachelor of Liberal Arts, Economics, Centre College.

Professional Activities & Accolades

BLOG POSTS

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Nov 15, 2018

Bedel Financial Forum: Market Expectations for the Long- and Short-Haul

This year’s Bedel Financial Forum was another great evening with an engaging and thought-provoking speaker! Jeffrey Kleintop, chief global investment strategist for Charles Schwab, joined us to discuss the state of the international market and what that could mean for investment portfolios. Read on for a recap of his insights.

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Nov 12, 2018

Can You Recession-Proof Your Investments?

Recessions are a fact of life in the world of investments, but there are ways you can help to protect your portfolio from periods of economic downturn. Because no one can accurately predict just when a recession will hit, it’s important to be prepared. Read on for our tips and strategies on preparing your investments to weather the storm.

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Aug 27, 2018

529 Savings Plans: Use for K-12

Can you pay for k-12 tuition with a 529 plan? You can now! While this could have a nice tax advantage for families that save, there is some very important information to understand first. We’ve broken down the benefits, the potential traps and ways to get around them.

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May 21, 2018

How Company Cash Decisions Impact the Market

A company’s annual performance can affect the stock market – but you might not have considered that how companies spend cash to benefit their shareholders can do just the same. We explore the ways companies routinely spend their cash to benefit shareholders, and what effect each of those ways has on the stock market.

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May 21, 2018

Your Roth Account and the 2018 Rule Changes: Your Questions Answered

As part of the tax law changes enacted earlier this year, the rules regarding Roth accounts have also been updated. Be sure you understand the new Roth rules and how they could impact you and your wallet.

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Apr 30, 2018

Good News for Bond Investors

Do you know what you’re paying for when you purchase a bond? Most people would say, “Of course - the bond.” But there are fees, similar to a mark-up, built into the bond price. The good news is those costs are now required to be disclosed to the purchaser. Why does this matter? If you know what you’re paying for, you’ll be able to make better-informed decisions on your bond purchases.

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Mar 5, 2018

How Cryptocurrencies Will Transform Our Banking System

Cryptocurrencies are a hot investment for many right now, but who would have thought they might change the face of the banking industry? From ease of money movement to virtually no transaction costs associated with the transfer of money, cryptocurrencies could be paving the way for a disruption to the banking industry’s traditional way of doing things.

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Dec 18, 2017

Bitcoin – Hype or Hot Investment?

Bitcoin is a daily fixture on the news recently, thanks to its nearly 1,600 percent return this year. But do you really understand what it is? It’s not called a cryptocurrency for nothing. We’ll make it a bit less cryptic for you!

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Jul 17, 2017

Stock Market: Stay In or Get Out?

Recently we’ve enjoyed a bull market with stocks nearing an all-time high. The Standard & Poor 500 Index is up more than 300 percent from ...

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Apr 10, 2017

New Investment Vehicle: Interval Funds

Everyone has heard of stocks, bonds, mutual funds, and probably even ETFs. But have you heard of “interval” funds? No? You might want to ...

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Jan 9, 2017

2016 Investment Review: Top 3 Surprises!

What a year 2016 turned out to be for investors! U.S. stocks ended the year better than anyone predicted, but other categories had mixed results. ...

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Feb 15, 2016

Socially Responsible Investing for an Impact

Many investors are concerned about the impact companies have on the environment, society, and the economic well-being of the global population. For this reason, they are seeking more than just a dollar return on their investments.