Alikos Wealth Management was founded to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisory relationship built on personal trust and company-wide integrity, we serve as a fee-only registered investment advisor to individuals, businesses, trusts, partnerships, non-profit organizations and qualified retirement plans. We are a registered investment advisor under the Investment Advisers Act of 1940.
We have adopted an approach to client service where the process is understandable and the investing and wealth strategies just feel right. Vital to the long-term vision of Alikos Wealth Management are the concepts of independence, objectivity, continuity of highly motivated professionals and a passion for first-class client service.
In differentiating Investment Professionals, it is important to determine who they answer to. Is it to their clients or their firm? Many financial organizations offer company owned products, such as mutual funds, annuities and or managed money platforms. Often times, they are paid more on those products or have bonuses based on the use of those products. Inevitably, it is easy for their interests to be more in line with their company, than with providing their clients with the best solution possible.
We are an independent registered investment advisor. With no added financial interest tied to providing one product over the other, our investment product universe is larger and remains strictly objective to tailor a customized financial solution that is in our clients’ best interest. We enjoy the freedom and flexibility to create a plan that best suits the unique circumstances and objectives of each of our clients. Because of this, we are free to present the best and most appropriate investments for your life–stage and needs.
For managing your financial portfolio, we offer a prudent approach based on our fiduciary relationship with you as your trusted investment advisor. Fiduciary duty is generally considered the highest legal duty one party can have to another. As a Registered Investment Advisor firm, we have a legal responsibility to always act in your best interests – and we take that responsibility very seriously.
Daniel Ryan co-founded Alikos Wealth Management, LLC in 2016 with Peter Ryan. He attended high school in Washington, D.C., graduating from Maret School in 2011. He then attended Villanova University and graduated in 2015 with honors and a Bachelor of Arts in Economics and Political Science. Daniel has a diverse background having interned at a political organization, a financial firm, and a legal firm. His interests include investment management and financial planning. Outside of work, Daniel enjoys playing tennis and is an avid sports fan. He currently resides in Chevy Chase, Maryland.
Peter T. Ryan co-founded Alikos Wealth Management, LLC in 2016 with Daniel Ryan. Prior to co-founding Alikos Wealth Management LLC, Peter co-founded the accounting and consulting firm, Ryan & Wetmore, P.C. in 1988, where he is currently the managing partner. Through his dedication and vision Ryan & Wetmore, P.C. has grown from a two person firm to a three office, 40 person firm, serving the Mid-Atlantic region.
Peter obtained a Master of Business Administration in Finance from the University of Baltimore and a Bachelor of Arts in Accounting from the Catholic University of America. He is a member of the American Institute of Certified Public Accountants.
Alikos Wealth Management is a member of The BAM ALLIANCE. The BAM ALLIANCE is a community of more than 130 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams:
Our principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game, often putting their own interests ahead of their clients’. That is not how it works within The BAM ALLIANCE. We believe that by putting our clients’ interests first, we achieve more together.
Attracted to our unbiased advice, our evidence-based approach to low-cost investing and our ability to deliver on the promise of true wealth management, more than 18,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $26.4 billion of collective assets under management or administration as of June 30, 2016.
We typically turn to Dimensional Fund Advisors for fund solutions that apply our passive investment strategy in a low-cost, tax-efficient manner. That said, we receive no compensation or other third-party incentives for using Dimensional’s fund families. As a fiduciary to our clients, we are committed to selecting any solutions we feel best meet our clients’ highest financial interests.
Ascendant Compliance Management is a leader in compliance and registration consulting services for Investment Advisors. Ascendant works closely with Alikos Wealth Management providing ongoing compliance consulting, guidance and training. More specifically, they help us prepare for registration, perform regulatory risk management and infrastructure analysis, and offer due diligence services and compliance training. By ensuring that our firm understands compliance control arrangements, Ascendant aims to ensure that good compliance becomes an integral part of the way we conduct business. Ascendant helps our firm create a culture of compliance and makes compliance a source of strength.