Ryan J. Terry, Ltd. - Certified Public Accountants "Investment Advisory"

Ryan J. Terry, Ltd.

Certified Public Accountants

Investment Advisory
(Minnesota Residents Only)

If you're considering investment advisor services, our sister company, Trusted Financial Partners of St. Paul, LLC., will serve you with the warmth, the integrity and the professionalism you seek in an investment advisor.

A significant factor in the decision to form Trusted Financial Partners of St. Paul, LLC., was selecting an investment strategy that we felt would be appropriate for our clients. To help implement this strategy and bring these investment services to clients, we have affiliated with a nationally recognized firm that will provide access to high-quality institutional mutual funds not typically available to individual investors, the latest research, and important operational support.

Our mission is to assist clients in reaching their goals and objectives by offering independent and objective advice. Our Approach to investing is distinctive from that of the vast majority of investment advisors who seek to actively select investments or time the market. Instead, our clients benefit from the results of decades of Nobel Prize-winning academic research, which indicate that passive asset class investing is the winning investment strategy. Passive asset class funds maximize investors' returns within their tolerance for risk. Here is what sets us apart:

Fee-only investment management - No commissions
A disciplined investment strategy
Access to institutional no-load passive asset class funds
An academic Nobel Prize-winning investment approach
Continued access to academic research
A tax-efficient focus with valuable tax and estate planning ideas
Risk tolerance assessment
Periodic portfolio rebalancing
Regular communications and state-of-the-art reporting
Most Important...A Trusted Financial Partner

Using a process that focuses on your interests as our primary concern, we help you establish your investment goals, and facilitate implementation of the goals that you choose. We provide regular, on-going guidance and education so you can comfortably oversee our implementation of your policies. In short, we establish a........

LONG-TERM TRUSTED FINANCIAL PARTNER RELATIONSHIP

Why Use Our Services?

If you’re considering investment advisor (IA) services, you may be wondering what Trusted Financial Partners of St. Paul, LLC., can offer. We add value to your investment plans by addressing these concerns:

What do I want to achieve — and what can reasonably be achieved — with my investment portfolio?
How do I implement my plans once they are formed? How do I get from here to there?
How do I find high-quality, low-cost, tax-efficient investment opportunities, typically available only to large, institutional investor?
Will I be able to “stay the course,” adhering to my original investment plans as I implement my strategy (particularly at times when the overall market is distressed).

Using a process that focuses on your interests as our primary concern, we help you establish your investment goals, and facilitate implementation of the goals that you choose. We provide regular, on-going guidance and education so you can comfortably oversee our implementation of your policies. In short, we establish a …

LONG-TERM TRUSTED FINANCIAL PARTNER
RELATIONSHIP

Why Are We Special?

We Use Institutional Passive Asset Class Funds

Our approach to investing is distinctive from that of the vast majority of investment advisors who seek to actively select investments or time the market. Instead, our clients benefit from the results of decades of Nobel prizewinning academic research, which indicate that passive asset class investing is the winning investment strategy. Further, we offer access to what we believe are the world’s leading, no-load asset-class mutual funds typically only available to large, institutional-level investors. Such funds:

Are cost-effective (low internal costs)
Are tax-efficient (low turnover)
Accurately invest your funds in the asset class(es) selected for your portfolio

Fee-only Investment Management

By charging an annual fee for our services based on total portfolio worth (rather than a commission to buy and sell assets) our goal is your goal — to increase your portfolio’s value.

A Long-Term Relationship

We begin, not by giving advice, but by listening to you. We help you determine how much risk you’re willing to accept to achieve your goals. Through quarterly reports, personal meetings and on-going guidance, your alliance with us is a long-term, growing relationship.

Discipline To Stick With Your Plan

By establishing an up-front investment policy statement, we team with you to maintain the discipline needed for long-term success.

You Are in the Driver’s Seat

An account is held in your name at Charles Schwab. While you grant us Limited Power of Attorney to execute transactions on your behalf, you remain in control of your assets.

A Very Special Team

Difficult to measure, but key to your decision, is the unique and diversely talented members of Trusted Financial Partners of St. Paul, LLC. We have strong business and investment experience.

Our Mission

Our mission is to provide you with a positive long-term investment experience, and an advisor relationship built on personal trust and company-wide integrity.

TRUSTED FINANCIAL PARTNERS OF ST. PAUL, LLC. serves as a registered investment advisor to individuals, businesses, not-for-profits, endowments, trusts, qualified retirement plans
and 401(k) plans.

Disclosure: Products and services mentioned in this web site may not be available in all states. To request specific information, please contact us directly. The information and opinions on this site or available through links on this site provided by third parties are believed to be reliable, but accuracy and completeness cannot be guaranteed. Please seek the advice of professionals regarding the evaluation of any specific information, opinion, advice or other content. Trusted Financial Partners of St. Paul, LLC. is a registered investment advisor in the State of Minnesota. Fee based advisory services from this representative are available only to residents of Minnesota.

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