Chief Investment Officer, Partner
The Backstory
Ryan and Travis began working together at ACG Wealth in 2018 after long careers in the wealth management industry. Travis was hired by ACG Wealth as the Chief Investment Officer (CIO) to bring structure and process to ACG’s equity and ETF strategies, and ultimately improve and actively manage these strategies for the firm’s clients. Ryan’s background had been on the client facing side as a wealth advisor. Throughout his career, Ryan noticed most firms were focused on providing valuable services in the retirement planning, tax management and estate planning areas, but none seemed to want to put any meaningful effort into managing investments.
Shortly after joining ACG, Travis began having long discussions with Ryan about which internal investment strategies not only resonated well with clients but also had the greatest potential to outperform the markets. Together, they have crafted an investment offering that consists only of strategies they consider to be the cornerstone of effective portfolio management. In fact, Travis and Ryan noticed a common theme when speaking with sophisticated prospects and clients: they wanted something more than the simple asset allocation ETF and Mutual Fund models offered at many wealth management firms.
Custodial & Technology Partners
At Unified Investment Management, we believe that trusted partnerships and best-in-class technology are essential to protecting client assets and delivering superior outcomes.
Custodians
Your assets are safeguarded with the two largest independent custodians in the industry: Fidelity and Charles Schwab. These institutions provide institutional-grade security, transparency, and 24/7 access to your accounts. Partnering with both ensures clients benefit from strength, stability, and choice.
Financial Planning
We leverage eMoney, a leading financial planning platform, to design comprehensive and personalized plans. Whether your goals include retirement income, education funding, or leaving a legacy, eMoney allows us to integrate all aspects of your financial life into one cohesive strategy.
Research & Investment Management
To ensure our clients receive institutional-level insights, we have invested in the Bloomberg Terminal, one of the most advanced research platforms available. This gives us access to real-time market data, security-specific analysis, global news, and independent third-party research. Our commitment to this level of research sets us apart from many small and mid-sized RIAs and allows us to compete directly with the largest asset managers — ultimately aiming for better investment results for our clients.
Reporting, Rebalancing & Client Relationship Management
We use Advyzon as our all-in-one platform for:
- Performance Reporting – customizable account-, security-, and portfolio-level reporting tailored to client preferences.
- Portfolio Rebalancing – precise model management and allocation monitoring to keep portfolios aligned with client goals.
- CRM – a robust client relationship management system that tracks preferences, goals, communication history, and key milestones to deliver a more personalized experience.
