Court Investment Services

Court Investment Services Court Investment Services is an independent, fee-based, boutique investment firm that focuses exclusively on the needs of attorneys and fiduciaries.

As a fee-based firm working in a fiduciary capacity, our mission is to serve as a trusted advocate and independent advisor, delivering value based on a prudent investment process and customized court-investing solutions. Attorneys and fiduciaries face challenges when dealing with banks and investment managers that have little experience in servicing the specialized needs of court accounts. CIS hel

ps navigate the complexities of estates, special-needs trusts, settlement trusts, family trusts, conservatorships, guardianships, IRAs, 401(k)s and more. We don’t seek to earn commissions, charge hidden fees, sell credit cards, broker mortgages, recommend annuities, or pressure you into buying financial products that you don’t need, want, or understand. Our narrow focus and broad experience enables us to recognize your needs and help you fulfill your fiduciary duties efficiently and responsibly.

We strive to understand your needs and execute accordingly to deliver results, not just promises. Let us serve you! Sche...
05/08/2023

We strive to understand your needs and execute accordingly to deliver results, not just promises.

Let us serve you! Schedule an appointment by calling or emailing us!

About the Founder Having worked in the financial services industry for nearly two decades, Ryan has firsthand experience working in banks, national investment firms or “wirehouses” and Registered Investment Advisory firms (RIA’s) prior to starting his own RIA. Ryan started his career with Wash...

At Court Investment Services, we offer a cash management strategy that actively takes advantage of the current T-Bill en...
05/05/2023

At Court Investment Services, we offer a cash management strategy that actively takes advantage of the current T-Bill environment.

By Ryan Yuhnke It’s no secret that the market volatility of the last several months has been challenging for many, especially those who are risk-averse or nearing retirement. Many investors have exited the stock market entirely. But is going completely to cash really the best move? When you add th...

Now at Court Investment Services, Ryan Yuhnke assists clients and trusted professional partners in managing their assets...
05/03/2023

Now at Court Investment Services, Ryan Yuhnke assists clients and trusted professional partners in managing their assets through a proactive customer service model and customized “process-driven” investment approach that adheres to court directives.

About the Founder Having worked in the financial services industry for nearly two decades, Ryan has firsthand experience working in banks, national investment firms or “wirehouses” and Registered Investment Advisory firms (RIA’s) prior to starting his own RIA. Ryan started his career with Wash...

If you are managing probate or trust assets with bonds and would like some guidance on your strategy, please reach out t...
05/01/2023

If you are managing probate or trust assets with bonds and would like some guidance on your strategy, please reach out to us!

By Ryan Yuhnke Wouldn’t it be nice if you could predict the movements of the market exactly and only experience gains instead of losses? Unfortunately, this is a scenario that will never happen. What can happen, however, is having a loss-mitigation strategy in place if and when the indicators of

As a fee-based firm working in a fiduciary capacity, our mission is to serve as a trusted advocate and independent advis...
04/28/2023

As a fee-based firm working in a fiduciary capacity, our mission is to serve as a trusted advocate and independent advisor, delivering value based on a prudent investment process and customized court-investing solutions.

What We Do Court Investment Services is one of the nation’s leading firms focused exclusively on fulfilling the needs of attorneys and fiduciaries that oversee court-related investment accounts. As a fee-based firm working in a fiduciary capacity, our mission is to serve as a trusted advocate and...

At Court Investment Services, we specialize in providing investment services on behalf of guardianship accounts. When it...
04/26/2023

At Court Investment Services, we specialize in providing investment services on behalf of guardianship accounts. When it comes to these accounts, minimizing costs and reducing investment risk should be your top priorities. Get started now! Set up a consultation with us today.

Annuities and Minor Children: Why the Two Don’t Mix It’s often said that annuities aren’t for everyone, and nowhere is this statement truer than in the case of minor children and dependents, a class of investors for whom annuities are uniquely ill suited. Often parents, grandparents, guardians...

We all want to make the right investments, but how do you do that? My two most important financial lessons will show you...
04/25/2023

We all want to make the right investments, but how do you do that? My two most important financial lessons will show you exactly how.

By Ryan Yuhnke The financial markets have certainly been through the wringer the last few years. We’re all tired of fear-inducing headlines about rampant levels of inflation, stock market declines, increasing layoffs, and a looming recession. Yet not all hope is lost. As we continue through uncert...

Reach out and let’s have a discussion over the phone or through email. Together, we can see where you are, and how we ca...
04/24/2023

Reach out and let’s have a discussion over the phone or through email. Together, we can see where you are, and how we can help.

Prudent Investment with Open Communication We invest the assets prudently according to probate code. Our process is simple and quick: First, we want to understand the investment time horizon, expected distributions, and the account's long- or short-term goals As a valued client, you deserve to under...

If you have questions about brokerage fees, preserving the value of estate investments, or better fulfilling the role of...
04/21/2023

If you have questions about brokerage fees, preserving the value of estate investments, or better fulfilling the role of fiduciary as it relates to buying and selling securities, please contact us.

Preserving value: How to eliminate unnecessary brokerage fees in an estate account As an attorney or fiduciary overseeing the transfer of assets in an estate account, one of your mandates is to protect the value of the account’s investments. Unfortunately, there are a number of insidious costs and...

Court Investment Services also works with IRA, 401(k), and other retirement accounts that also might fall under your con...
04/19/2023

Court Investment Services also works with IRA, 401(k), and other retirement accounts that also might fall under your control, including structured settlements, social security, pensions, or other income streams.

What We Do Court Investment Services is one of the nation’s leading firms focused exclusively on fulfilling the needs of attorneys and fiduciaries that oversee court-related investment accounts. As a fee-based firm working in a fiduciary capacity, our mission is to serve as a trusted advocate and...

If you have friends or family who need help with their investments, we are happy to offer a complimentary portfolio revi...
04/17/2023

If you have friends or family who need help with their investments, we are happy to offer a complimentary portfolio review and recommendations. We can discuss what is appropriate for their immediate needs and long-term objectives. Set up a consultation with us today.

By Ryan Yuhnke After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020. (1) Monday’s market dip put the S&P 500 down over 10%, which is officially called a “correction” on Wall Street. (2)

We are familiar with court investment directives, such as the Uniform Prudent Investor Act (UPIA) and the probate code. ...
04/14/2023

We are familiar with court investment directives, such as the Uniform Prudent Investor Act (UPIA) and the probate code. We aim to achieve acceptable risk-adjusted rates of return working toward the desired goal.

Prudent Investment with Open Communication We invest the assets prudently according to probate code. Our process is simple and quick: First, we want to understand the investment time horizon, expected distributions, and the account's long- or short-term goals As a valued client, you deserve to under...

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Newport Beach, CA
92660

Telephone

+18008802760

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