Before you contact us, consider the following: The SEC allows RIAs to charge performance fees in certain situations to retail clients, and even then, the offering must be limited to “Qualified Clients” who meet a couple of financial tests, either: (a) $1M of assets under management with the RIA charging a performance fee or (b) a $2.1M net worth. As RIM charges a performance fee, you would need to be a "Qualified Client" in order to invest in the firm's strategy.

WHAT WE DO

[PUBLIC] Rational IM - Presentation.pdf

RIM's investment approach

A quick view of RIM's approach to investing in the US equity markets (click on the upper-right corner of the presentation on the left to activate the full-screen view).


You might also check our modus operandi one-pager, which describes RIM's operational setup advantages over old and expensive hedge-fund structures.


INTERVIEWS

In June 2020, at the early stages of the coronavirus pandemic, Meb and Danilo discuss how RIM approaches the overall U.S. equity market

In June 2021, Andrew and Danilo discuss how big swings in the economy and industries offers terrific investment opportunities

CONTACT INFORMATION

Rational Investment Methodology, LLC

Email us at: ds@rational-im.com