Each individual client deserves to have a custom-made financial plan based on their current situation, future, feelings, and family dynamics.
Dedicating each investment dollar to a particular purpose we build client portfolios using an evidence based process on current and objective information.
Our investment firm is built different. We challenge industry standards and stand fiercely independent in our mission to deliver better client outcomes.
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.”
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...
Client Service Manager
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...
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...
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,...