RIM GROUP

Overview

RIM Group operates as a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and it positions itself as a capital allocator—selecting third‑party managers and structuring portfolios rather than running large in‑house product factories. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, pension consulting support and educational seminars. RIM Group also operates as an insurance broker, which suggests a product and planning focus that can include insurance wrappers and annuity solutions alongside investment advice. Investment activity skews toward advisory and non‑discretionary engagement: the bulk of assets are client‑directed or held in advisory arrangements where RIM Group provides recommendations and manager selection rather than full discretionary trading authority. The firm reports no active ESG investing program and is not a multi‑state adviser in the filing. Fee flexibility is notable—clients can be charged a percentage of assets under management, hourly fees, fixed fees, commissions and performance‑based fees—indicating a mix of fee arrangements tailored to client needs.

Assets & Accounts

Investments & Alternatives

Location & Offices