Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Investment Philosophy

We believe in a disciplined investment approach based on diversification across broad asset classes. Our advisors balance this emphasis on individualized asset allocation with a focus on diversification and a long-term view of markets and performance. Understanding your investment attitudes and risk tolerance, and developing your unique financial profile are the keys to creating an appropriate asset allocation.

Our advisors are experienced professionals who have a detailed understanding of current tax laws and create financial strategies designed to achieve a variety of complex goals. Our services are available to you within a range of fee structures that are negotiated between you and your advisor, based on the complexity of your needs and services required.

Our process is unique. We focus first on what you value... and then on the value of what you own. Other plans begin with solutions. Our approach begins by helping you discover what is important to you and ends with a plan that reflects your core values. The term "values" reflects your desire to transfer family values to your heirs along with a financial legacy.

Our investment philosophy and asset allocation approach consists of 10 points.

1. Solve your risk-based needs first.
2. Provide expert guidance to help develop your long-term investment strategy.
3. Create a strategy consistent with your risk tolerance, time horizon and goals.
4. Determine a diversification strategy using asset allocation to meet goals.
5. Use professionally created quality investment portfolios designed to match your asset allocation strategy.
6. Use rebalancing to remove emotion from decision making.
7. Manage the impact of taxes and inflation.
8. Evaluate the asset allocation relative to your long-term goals and benchmarks.
9. Help you resist the temptation to change your strategy during up or down market movements.
10. Encourage you to start early, invest regularly, and use dollar cost averaging.

Professional Development

Ryan McIntyre earned the Chartered Financial Consultant (ChFC) designation through the American College in Bryn Mawr, Pennsylvania.

Ryan is a member of  the National Association of Insurance and Financial Advisors (NAIFA).The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Physicians Nationwide

Ryan McIntyre is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

Associations and Memberships

 National Association of Insurance and Financial Advisors (NAIFA)

 Financial Representative's Association of The Northwestern Mutual Financial Network

Advanced Association of Life Underwriters (AALU)

Awards & Recognition

• National Intern of the Year Runner-up in 2003-2004
• #5 Mike Gish Award Qualifier in 2005
• Western Region Bronze Award Runner-up in 2006
• Western Region Silver Award Runner-up in 2007
• Western Region Gold Award Third Place finish in 2008
• Western Region Platinum Award Runner-up in 2009
• Western Region New Client Leader Runner-up in 2009

Years of Experience

Representing Northwestern Mutual since 2004.

Education

Awards and Recognition