Delivering investment excellence since 2023
At Dyad, we're more than just asset managers - we're a team of dedicated fiduciary partners who believe in the power of disciplined investment strategies to secure organizational futures and amplify impact.
From founding principles to proven partnership
What began as two financial advisors operating from humble beginnings has evolved into a respected investment management firm serving organizations across diverse sectors. Through unwavering commitment to prudent stewardship, clear communication, and genuine understanding of institutional needs, we've forged enduring relationships and created portfolios that fuel long-term success.
When we founded Dyad, we had a simple vision to help nonprofits and institutions succeed financially by combining investment excellence with genuine care for our clients' missions. That vision still drives everything we do today.
Ryan Kahn
Managing Partner & Co-Founder
/OUR APPROACH/
01
Deep understanding
We take the time to truly understand your organization, objectives, and financial challenges before recommending any strategies. This foundation helps us genuinely serve your mission.
02
Thoughtful solutions
We don't believe in one-size-fits-all portfolios. Every investment strategy we create is carefully crafted to address your specific financial goals and institutional requirements.
03
Continuous innovation
Markets never stand still, and neither do we. We're constantly learning, adapting, and finding better ways to serve our clients.
/OUR TEAM/
/OUR VALUES/
A culture of innovation
At Dyad, we cultivate an environment of ongoing education and financial innovation. Our advisors are empowered to explore new strategies, exchange expertise, and expand the horizons of institutional investment management.
A dedication to craft
We believe that exceptional results come from mastery of our craft. Every portfolio allocation, every investment decision, and every strategic recommendation is backed by deep financial expertise and meticulous attention to detail.
A foundation of trust
We cultivate lasting partnerships by being direct, honest, and clear in our communication. Our clients always know where their portfolios stand and what decisions are being made to drive their financial success forward.