Ryan A. Collier, CIMA®
Vice President and Director of Investment Management
As Vice President and 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 15 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
- Over 25 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
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly - 3 Year Winner.
- Franklin Township Little League - Board Member and Treasurer (2021 - Present)
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BLOG POSTS
Impact of Swiss Currency News
We all know that the U.S. dollar changes value relative to other currencies. However, early last week, $10 was equal to about 10 Swiss Francs.
What is Bitcoin?
Bitcoin has been in the news due to the largest on-line exchange, Mt. Gox, suspending trading in February 2014 and filing for protection from creditors.
GDP and Importance to Investors
The GDP for the fourth quarter of 2013 was just released. It was lower than expected.