Ryan A. Collier, CIMA®
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
- Almost 20 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.
- 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.
- Certified Investment Management Analyst®
More fun facts about Ryan:
If you are a cryptocurrency fan, heads up! As cryptocurrency investing becomes more popular, the IRS will shine a larger spotlight on tax reporting.
Bond yields are at historically low levels, and the Fed has indicated no interest in creating negative yields. How do you rethink what bonds mean for your portfolio? What's the best way to avoid disappointment in a post-COVID portfolio?
In the investment world, real estate is generally dominated by office buildings, industrial warehouses, retail stores, and apartment buildings. Given that the real estate market had a significant downturn during the 2008 recession, how is real estate holding up during this pandemic?
The past week has seen volatility creep back into the stock market, and after a long run of positive returns, investors now have to ponder how much risk is too much. What should you do?
As shareholders begin to receive yearend payouts from investments, how do you determine how your investments performed? Is cost basis reporting the best way to interpret the overall performance of your investments?
When a family member dies, who is responsible for their debt? The answer is, it depends. Many times the answer is no, but that is not always the case. Either way, beware of collection agencies that may try to convince you that the onus is on you. Read on for details.
The recent sharp downward move in interest rates, coupled with recent downturns in the market, has created an interesting situation for some investors – guaranteed negative returns on nearly 25 percent of bonds currently trading. What could this mean for your portfolio? Read on for the details.
Mortgage rates are at historically low levels, and many are refinancing to take advantage of this. How do you know if refinancing makes sense for you? You’ll need to consider three things – closing costs, the interest rate differential, and how long you plan to stay in your home. We explain all three in detail so you can make the right decision for your situation.
Timing the sale of your home with the purchase of a new house can be tricky. If your selling and buying cycles are out of sync, you do have options for making your down payment. Read on for the details.
What is socially responsible investing? While there’s no standardized definition within the investment industry, there are definitely certain steps you should take when considering adding socially responsible investments to your portfolio. We’ll walk you through the basics of socially responsible investing and share what to look out for when adding SRI to your investment portfolio.
Most investors will remember 2018 for the stock market’s wild ride in the 4th quarter. But there was plenty more going on this past year. We’ve outlined our top three investment strategies for 2018 that stood out, either for good or bad reasons.
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.