• individuals
• self-employed persons
• small to medium-sized businesses

• common and preferred stock
• taxable and non-taxable bonds
• mutual funds
• fixed and variable
• term and whole life insurance
• corporate pension plans
• corporate profit sharing plans
• government bonds
• IRA's & IRA rollovers

Domestic Equities
Roberts & Ryan actively trades in all classifications of domestic equities on all markets. We trade with numerous reputable execution firms and floor brokers to help ensure the best possible execution prices, customer service and flexibility. This firm has very favorable clearing agreements with financially strong domestic clearing agents who facilitate the settlement of trades executed by our trading desk or executed away as step-outs or directed trades.

Institutional Trades
This firm works with CalPERs & CalSTRs along with various domestic and international asset managers, institutional clients and insurance firms. Roberts & Ryan Investments Inc. annually trade over $4 billion in domestic equities and over $2 billion in foreign transaction. Our clearing firm "Pershing LLC secures its role as a leader in institutional brokerage services". Our institutional commission rates are always competitive and we customize our relationships to best suit your needs.

Insurance
Roberts & Ryan is licensed as a general insurance agency with the State of California. We are able to facilitate any insurance needs you may have. Where deemed appropriate, we may suggest various insurance products as replacements for fixed income securities.

Public Finance
Roberts & Ryan has participated as a syndicate co-manager in almost $25 billion of negotiated and competitive muni offerings since 1994. We have developed relationships with numerous agencies, institutions, dealers and accounts during our 21 years in the San Francisco investment community. As primary dealers, we have participated in municipal underwritings with the top underwriters in the country.

Foreign Equities
Since 1991 Roberts & Ryan has actively established multiple clearing relationships for equities traded on foreign stock markets. We now have excellent contractual relationships with a number of agents, so as to execute on all foreign exchanges. We can also facilitate step-out trades and directed commissions. Additionally, we provide research coverage and a monthly newsletter on foreign equities and debt.

Taxable Fixed Income
Since its formation in 1987, Roberts & Ryan has been active in most facets of the securities market and has earned a solid reputation for providing a full range of investment alternatives including corporate bonds, treasury securities, municipal bonds, foreign government bonds and mortgage securities.