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Our Process

Our Process

We create long-term investment strategies that are tailored to your specific financial needs, goals and objectives.

Our History

Our History

Years of experience at Runyan Capital have prepared us to guide you through your life transitions.

Our Values

Our Values

Discipline. Trust. Honesty. Integrity. We believe Discipline Makes the Difference®, values matter, and we live by these pillars every day.

Invested Artists™ Serves as Your Sound Board

Invested Artists™ Serves as Your Sound Board

Our team has decades of experience building value-add approaches to your wealth management.  We construct the portfolio only after fully understanding the unique financial objectives you’re trying to achieve and the time table in mind for each to be accomplished. 

We are educated and trained in a way to help you identify your retirement goals, and to fully complete the conversation by understanding and/or implementing 401(k) profit sharing plans, defined benefit plans, social security benefits, estate planning issues, income tax sensitivities, and we’re accessible to help catapult you to the next stage your financial journey.

Conductor of the Orchestra

Conductor of the Orchestra

Our firm is built on the academics of Nobel Prize-winning economists Daniel Kahneman and Richard Thaler's research that illustrates these professors’ findings in Behavioral Economics, whereby a unit of gain or loss are not held equal when it comes to investor psyche and investment portfolio returns.

Wealth accumulation is important; yet we know it is equally, if not more important and rewarding to minimize loss in periods of decline.

In fact, we apply their findings to the portfolio building process, and advise many to accept less risk than they may have otherwise. This preemptively changes the investor mindset, helping to minimize reactionary investment changes, all of which contribute to helping our clients achieve rewarding investment success over periods of time.

 

Technology Changes Over Time And So Will Your Financial Goals

Technology Changes Over Time And So Will Your Financial Goals

Invested Artists™ moves with you through all stages of your economic life and stays in tune with your financial portfolio freeing you to stay focused on your career. And in keeping with advances and improvements we see technologically around us, we believe one must be forward looking and adaptable to continue to stay focused on your goals to achieve an outstanding financial future.  

Discipline Makes the Difference®

Discipline Makes the Difference®

Our firm is built on the premise that Discipline Makes the Difference®, and on a foundation that recognizes the importance of practicing excellence in serving our clients.

Discipline Makes the Difference®, permeates more than just the portfolio; the motto is a literal commitment to our clients and is a key ingredient in helping us secure lifelong client relationships. This means delivering a caliber of excellence at every stage of discovery, planning, implementation, monitoring, and ongoing review.