Rational Investment Methodology

Overview

Rational Investment Methodology is structured as a limited liability company owned by an individual and serves mainly individual and family clients. Its advisory work focuses on portfolio management for individuals and small businesses. The firm charges both a percentage-of-assets fee and can assess performance-based fees, and it does not identify as an active ESG investor or a multi-state adviser in the available filing. The firm's classification is listed as unclassified and it does not operate as a capital allocator or pension consultant. Advisory activities are concentrated on discretionary portfolio management rather than institutional consulting or multi-family office services.

Assets & Accounts

Investments & Alternatives