Rational Investment Management, LLC

Overview

Rational Investment Management, LLC is an independent registered investment adviser formed in 2018 that focuses on fee-based portfolio management and financial planning for individuals and small business owners. The firm operates under an individual ownership structure and charges clients a percentage-of-AUM fee. Its investment posture is strongly equity-oriented: the firm’s filings show a clear preference for exchange-traded equities as the primary building block of client portfolios. Rational Investment Management is not registered as a multi-state or pension consultant adviser and does not identify as an active ESG investor. The firm’s client base is concentrated on individual and family relationships. Advisory services emphasize customized portfolio management paired with financial planning, which suggests a hands-on, client-specific approach rather than a product- or fund-centric distribution model. Industry affiliations include accounting relationships that likely support integrated planning and tax-aware decision making.

Assets & Accounts

Public Holdings

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Location & Offices