About Us

A boutique firm for situations larger firms find too intricate.

Court Investment Services exists for one reason — to grow and protect the wealth of our clients. We don’t have customers who come and go; we build lasting relationships with fiduciaries, trustees, attorneys, and the families they serve.

The Firm

An independent practice, purpose-built.

We are a boutique firm and we pride ourselves on handling unique situations that larger companies may find too intricate to manage. Our approach is customized: we offer tailored solutions to address each individual scenario.

What sets us apart from large, corporate firms is our accessibility and exceptional client service. We listen, respond promptly, and treat each engagement as the fiduciary responsibility it is.

We are recognized as one of a small number of investment professionals in the country offering this service, and we are deeply familiar with the Uniform Prudent Investor Act and other probate-code investment directives that govern the accounts we manage.

Our Team

The people behind the work.

Ryan J. Yuhnke

Founder

CRPC®
Series 7
Series 66
Series 31

Ryan J. Yuhnke is the founder of Court Investment Services. Having worked in financial services since 2005, Ryan began his career with Merrill Lynch in Newport Beach, where he became a registered associate in 2006 and earned the Chartered Retirement Planning Counselor designation shortly thereafter.

Ryan joined Smith Barney in 2008 to pursue his goal of working in portfolio management on a discretionary basis. Morgan Stanley acquired Smith Barney shortly thereafter, and prior to founding Court Investment Services, Ryan served as a First Vice President and Portfolio Management Director with Morgan Stanley in Newport Beach.

At Court Investment Services, Ryan assists clients and trusted professional partners by managing their assets through a customized, process-driven investment approach. He holds a BA in Economics from the University of California, Irvine.

Calvin Chitwood

Investment Advisor

Full bio coming soon.

Shayan Rehman

Investment Advisor

Full bio coming soon.

Kitty Chu

Investment Advisor

Full bio coming soon.

Get in Touch

Let’s talk about your situation.

Given that each case possesses a unique set of circumstances, it is best that prospective clients, fiduciaries, and attorneys contact us directly to discuss services.