Ryan A. Collier, CIMA®

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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

  • 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.

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.
  • Certified Investment Management Analyst®

Professional Activities & Accolades

More fun facts about Ryan:

Ryan Collier, CIMA, Meet the Bedel Team


BLOG POSTS

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Sep 8, 2020

How to Build a Post-COVID Portfolio

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?

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Jun 1, 2020

Real Estate: Coronavirus Impact

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?

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Mar 2, 2020

Time To Check Your 401(k)

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?

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Dec 11, 2019

Is Cost Basis a Good Indicator of Performance?

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?

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Oct 6, 2019

If You Die with Debt, Who Pays?

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.

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Aug 19, 2019

Want A Guaranteed Negative Return?

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.

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Jul 11, 2019

Time to Refinance Your Mortgage?

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.

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Apr 8, 2019

Today’s Housing Market: Finance Options for Buying Before Selling

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.

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Jan 8, 2019

Socially Responsible Investing

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.

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Jan 7, 2019

2018 Investment Review: Top Three Surprises

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.

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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.