Rational Investment Methodology
Firm details
- Headquarters
- ,
- CRD number
- 292117
- Website
- www.rational-im.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rational Investment Methodology is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals, families and small businesses. Its client base is primarily private individuals and families; services are delivered on a discretionary basis and fees combine a percentage-of-AUM component with performance-based charges. The firm does not report active ESG integration and is not registered as a multistate adviser or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents54%
- Exchange Traded Equities46%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
RMW Wealth Management, LLC
RIAValue Financial Services Corp.
RIAInvestment Management Services Group, LLC
RIAMelbourne, FL
Guarascio Consultants, LLC
RIAMccauley Investments Advisors LLC
RIAGuilford, CT
Your Financial Partnership
RIALee's Summit, MO