Investment Opportunity

Portfolio Management

We serve individuals and families looking to invest funds in a strategy that strives to consistently outperform the broad US equity market in dividend-focused, or capital appreciation-focused investments. 

We have a fiduciary duty to our clients, which means we have a fundamental obligation to provide suitable investment services and always act in their best interests.

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How to Invest

To invest with us, or discuss your investment needs please schedule a short, no-obligation conversation with us. ​The minimum investment is $100,000. For general questions, please call us at (631) 250-2829, or​ ​e-mail us at .

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Core Investment Options

• US Capital Appreciation Strategy. In a portfolio consisting of US equities, this targets a total return greater than, or equal to 2% p.a., net of our fees, above the S&P 500 index (SPY) over rolling 3-year periods.​

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• US Dividend Income Strategy. In a portfolio consisting of US equities, this targets a total return greater than, or equal to 2% p.a., net of our fees, above the S&P 500 index (SPY) over rolling 3-year periods, in addition to a dividend yield of 2% p.a., or more.

​Dean Ryle's low-cost, liquid strategies aim to deliver consistent outperformance based on each client's needs. Custody remains with the client providing 100% transparency.

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Other Key Features of the Investment

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VEHICLE Separately Managed Account

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HOLDS GENERALLY 20-65 stocks. U.S. publically listed equity securities in the S&P500 Index.

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FEES 0.50% (50 basis points) p.a. plus a performance fee of 15% of the mark-to-market profit and loss on your account, above the S&P500 index (SPY) benchmark, only paid if we beat the high watermark. See Fees & High Watermark

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HIGH WATERMARK Yes, includes high watermark protection for investors.

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MINIMUM INVESTMENT $100,000

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INVESTMENT UNIVERSE PRIMARILY U.S. publically listed equity securities in the S&P500 Index.

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SUGGESTED TIMEFRAME 3 -5 years or more.

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RISK High

INVESTOR CLASS. US Resident and Qualified Client, as defined by the Securities and Exchange Commission (SEC).

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