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What We Believe

Each individual client deserves to have a custom-made financial plan based on their current situation, future, feelings, and family dynamics.

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What We Do

Dedicating each investment dollar to a particular purpose we build client portfolios using an evidence based process on current and objective information.

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Who We Are

Our investment firm is built different.  We challenge industry standards and stand fiercely independent in our mission to deliver better client outcomes.

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Stress Test Portfolio

Built on a Nobel Prize-winning framework, we quantify risk using a specific number instead of using subjective terminology like “moderately conservative” and “moderately aggressive.”

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Experienced Team

Ryan Schrift, AIF®

Managing Director

(704) 461-8847

Ryan.Schrift@rjschrift.com

Ryan Schrift, AIF®, is the Founder and a Financial Advisor at R.J. Schrift Private Asset Management. Ryan earned a B.A. in Accounting from the department of business and economics at Washington and Jefferson College and minored in...

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Susan Sheppard

Client Service Manager

Susan.Sheppard@LPL.com

Susan Thomas is the Client Service Manager at R.J. Schrift Private Asset Management. Her extensive duties at the firm include managing compliance, fulfilling client requests, monitoring office procedures, and overseeing schedules for...

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Amy Cursio

Administrative Associate

Amy.Cursio@LPL.com

Amy Cursio is the Administrative Associate at R.J. Schrift Private Asset Management. Her extensive duties at the firm include managing client communication and overseeing schedules for advisors. Having served in the financial industry...

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David Cauble, CFP™

Operations Manager

David Cauble, CFP™, is the Operations Manager at R.J. Schrift Private Asset Management. Having had a professional relationship with Ryan since 2007, David joined the firm in May of 2016 as a Financial Advisor - a role he...
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Jim Crisp

Portfolio Strategist

704-461-8847

Jim.Crisp@RJSchrift.com

Jim Crisp, CFP™, AIF® is the Portfolio Strategist for R.J. Schrift Private Asset Management. He has been taking care of clients and their investments for over 35 years. Jim launched his own firm, Clearbrook Advisory Services,...

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“Know what you own and why you own it.” - Peter Lynch