Call (631) 250 2829
One More Step to Meet Your Portfolio Manager and Get Closer to a Brighter Financial Future.
We can help you improve your long-term financial outcome by focusing on returns and risk management.
© 2020 Dean Ryle Asset Management, L.L.C. All rights reserved. All advisory services are offered through Dean Ryle Asset Management, L.L.C., a state Registered Investment Advisor. Results are not guaranteed.
By entering your phone number above, you are consenting to receive calls regarding our products and services from Dean Ryle Asset Management, L.L.C., This agreement is not a condition to proceed forward.
What should I look for in a Portfolio Manager?
Someone specialized, credentialed, and experienced with a proven track record of outperformance in stock Portfolio Management to help you design and build a portfolio that best meets your needs and tolerance for risk.
Is your advisor incentivized to perform for you, or are they incentivized to grow assets under management? We align our objectives with yours by charging fees that reward us when your portfolio outperforms.
What risks does your advisor look at when putting together a selection of companies in a portfolio? Many other Portfolio Managers focus on volatility risk, which we believe is too simplistic and not entirely relevant to longer-term superior investment returns.
Does your advisor do rely on widely distributed third-party equities research from investment banks and research houses? We believe that doing detailed analytical work, sticking to a rigorous investment process, and focusing on the US equity market enhances investment performance for our clients.
Growth and Value
Does your advisor look at investing in stocks that contain before value and growth characteristics? We seek out undervalued companies that exhibit both value and growth characteristics at great prices, this sets us apart from most other Portfolio Managers who believe growth and value are mutually exclusive investment options.
Does your advisor recoup past losses before they charge a performance fee? High watermarking keeps track of accumulated losses from prior periods, based on the relative performance of your account compared to the broad market (S&P 500 index). We cannot charge a performance fee if accumulated losses exist.
Does your advisor form part of a larger asset manager or financial planner entity, or have an alliance with one? We are independent and are not restricted to recommend investments outside of a platform, group, or entity.
All information provided through Insights is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Dean Ryle Asset Management, L.L.C. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. The information in this material is from sources we believe reliable, but we do not represent that is accurate or complete and should not be relied on as such.
Neither Dean Ryle Asset Management L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Videos or content presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
© 2021 Dean Ryle Asset Management, LLC. All rights reserved. All advisory services are offered through Dean Ryle Asset Management L.L.C., a state registered investment advisor. Results are not guaranteed.