Ryan Parson

MBA, CFP®, ChFC

Ryan ParsonRyan Parson is Chairman and Chief Investment Officer at Heritage Capital USA, Inc. and Mile Marker Club, as well as the Director of Investor Relations at Colonial Capital Management. He is also a renowned nationwide speaker on alternative investing and portfolio management.

With more than 20 years of experience in the financial services, insurance and real estate industries, Ryan works with individual and business clients to provide financing solutions for all types of real estate and alternative investments. His current focus is working with accredited investors seeking exclusive capital placement options that provide diversification, capital preservation, and income. Ryan’s firm consistently creates attractive income sources and long-term capital growth for its investors.

Currently, Ryan assists both his current and prospective accredited investors in understanding how alternative investing, defined as investments outside the world of traditional stocks and bonds, can be integrated into a well-diversified portfolio.

Ryan’s expertise is founded on a unique combination: his in-depth knowledge of both the traditional financial services market and alternative investments, and a rich history of active participation in various sectors including real estate, healthcare, and energy amongst others. As a result, his clients receive personalized access to valuable insights to better maximize value and minimize risk. The assets in which he specializes are structured to create a predictable outcome, and are well-suited to clients who wish to acquire alternatives as part of their personal portfolio or as part of their self-directed IRA and other types of tax qualified accounts.

Heritage Capital USA, Inc. affords accredited investors a selection of a wide range of alternative investments including private equity, private lending, various real estate related assets, and business development companies. With its expansive network of exclusive off market inventory, discerning investors have access to assets that were once only available to Wall Street, in order to create a well balanced and risk adjusted portfolio of alternative investments.

Colonial Capital Management specializes in working with accredited investors who wish to add discounted and distressed mortgages secured by single family residential properties located throughout the United States. While this asset class has been a long time favorite among real estate investors, since the 2008 real estate economic correction period began, the volume of these assets and the opportunity in which it presents has become a significant portion of a well-diversified alternative investment portfolio for both individual and institutional investors alike. Colonial brings a family of private placement capital funds to the marketplace through Ryan’s long time and trusted relationships with accredited investors. The Mile Marker Club provides its members with access to desirable, off-market deals not available to the public, and MMC provides access to expert professionals and advisors who are well-versed in the space of alternative investments and how they interact with the overall financial portfolio. Members also enjoy access to myriad advanced financial educational topics from the industry’s top financial experts.

Ryan is widely recognized throughout the financial services industry. He has undergraduate degrees in both finance and insurance, an MBA from Drake University, and holds many designations including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Financial Planner (CFP®). He has spoken nationally on topics including private and institutional capital deployment techniques, investment analysis, portfolio management, and advance financial planning strategies.

For more information please see:

www.HeritageCapitalUSA.com
www.ColonialCapitalManagement.com
www.MileMarkerClub.com

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