Ohneiser Trading · Built on Insight. Tested by Results. Independent Research for Investors Who Think Beyond the Consensus.
Independent Investment Research · Est. 2019 · Leesburg, Virginia
Independent. No products sold, ever.
Research-intensive. Primary sources, not consensus.
Proven discipline. Conviction over volume.
The Approach

Markets follow Washington. We read the signatures.

Most research starts with the market and works backward. Ours starts with the documents that move nations, then follows the capital that must follow them.

01

Policy as Signal

We synthesize legislation, executive orders, trade agreements, and defense priorities into a map of where capital is being directed years before consensus catches on.

02

Under-the-Radar Companies

We look for proprietary technology, visionary leadership, structural competitive advantages, and alignment with national interest, in themes like AI, defense, and rare earths.

03

Unbiased by Design

No commissions, no product shelf, no incentive to transact. Clients receive independent, data-driven research and form their own conclusions.

The Human Layer

Documents tell you what was signed. People tell you what is coming. Wherever possible, we get to know the leadership of the companies we follow, and the lobbyists working their issues in Washington. It is easier said than done, and it has proven worth every hour: the difference between reading the record and understanding the room.

The Discipline

Conviction is rare, on purpose.

3
High-conviction investments in seven years
7
Years of independent research
0
Products sold to clients
“If you want to see where markets are going, read what Washington signs, not what Wall Street says.”Ryan Ohneiser, Founder & Principal
Services

Two ways to see what we see.

Every engagement is built around one idea: you keep the decision. We supply the depth.

The Quarterly Letter

Research Publication

A tailored market and competitive analysis spotlighting under-the-radar public companies aligned with national and global priorities.

  • Thesis-driven company spotlights
  • Legislative & executive-order tracking
  • Macro, defense, and trade-policy synthesis
Request a Sample

The Second Opinion

One-on-One Consultation

A private, research-driven review of the opportunities and risks aligned with your existing holdings, so you can pressure-test your own thinking.

  • In-person or virtual sessions
  • Research tailored to your portfolio's themes
  • Plain-language answers to hard questions
Book a Session

Distinctive Technology

Real technical strengths that give a company a durable edge.

Visionary Leadership

Teams building for the next decade, not the next quarter.

Structural Edge

Partnerships, contracts, and policy positioning others lack.

National Alignment

Sectors where government priority meets private opportunity.

The Founder

Research is a craft. This is a practice.

Ryan Ohneiser

Ryan Ohneiser founded Ohneiser Trading in 2019 after a year in Merrill Lynch's selective Financial Advisor Development Program, where he was the first in his cohort to complete the SIE, Series 7, and Series 66 exams and brought in over $125 million in new business serving clients with $250,000 minimums.

He left to build something more honest than a product shelf: an independent practice serving executives, small business owners, retired federal agents, and ultra-high-net-worth families who want research, not sales. His work synthesizes legislation, executive orders, military and trade policy into theses on AI, defense, and critical minerals, often years ahead of the news cycle.

Today the practice pairs that policy-to-markets discipline with daily, hands-on AI tooling: the same research depth, delivered faster.

SIE · Series 7 · Series 66 (2018) HBS Online · Financial Accounting JMU MBA '28 Anthropic AI Fluency Certified Google AI Fundamentals
Client Voices

Trusted by people who ask hard questions for a living.

“We came to him with our portfolio and expected a sales pitch at the end. There wasn’t one. That’s when it clicked for me that the incentives are just different. An advisor makes his money convincing you to let him manage your assets. Ryan showed me he runs the same research on his own portfolio, then offered to walk through how he’d apply it to ours so we could decide for ourselves. We still use an advisor. But the second opinion his reports help us form has become invaluable over the years.”
Michael Ellwood · Owner, Ellwood Design
“He shows his work. I’ve never had to take him on faith, which is the only reason I keep reading.”
Lisa Kincaid · Retired Federal Agent
“Most of what crosses my desk is repackaged news. Ryan’s isn’t. When I pushed back on Ucore, he sent me the underlying documents the same day and let me draw my own conclusion.”
Michael Montera · CFO, AIvantage
“I’ve been pitched by a lot of people. Ryan never pitched me anything. He answered the question I asked and told me when he didn’t know. Took me a while to trust that.”
Bob Brunetti · Owner, GTB Enterprises
“I’ll admit I didn’t really understand what he did at first. I mostly just nodded. Then he explained Ucore to me in about five minutes and I’ve been asking him things ever since. He’s never made me feel stupid for asking.”
Hanah Desherow · Realtor, Pearson Smith Realty
“Ryan worked here at the nursery. We’d talk markets between customers, sometimes for an hour. I didn’t know then that it was his actual profession. I just thought he read a lot. He still picks up part time work to get out from behind a desk, and he’s always upfront that he might have to step away for a call. He’s got something feeding him every new piece of news on his watch list straight into his earbud, all day long. I wish I’d had that kind of technology at his age.”
Frank Maruca · Owner, Blue Mount Nursery
Ohneiser Trading
Begin

Your portfolio deserves a second opinion.

Consultations are limited and by request. Tell us what you hold, and we'll tell you what we'd want to know.

ryan@ohneisertrading.com