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Daniel S
Series 63, Series 65
Mill Valley, CA
Rational Investment Management, LLC
Daniel Sinton is a financial advisor at Rational Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rational Investment Management since 2012. Rational Investment Management provides discretionary investment supervisory services primarily to individual and high-net-worth clients, focusing on tailored Investment Policy Statements and an investment approach that utilizes institutional asset-class mutual funds and ETFs. The firm manages approximately $351 million in discretionary assets for about 94 clients and serves a range of institutional clients uncommon for firms of its size.
Brian P
CFP®
Mill Valley, CA
Rational Investment Management, LLC
Brian Proses is a CFP® professional affiliated with Rational Investment Management, LLC in Mill Valley, CA, with 12 years of industry experience. He has owned and operated Charles W. Proses Accountancy Corporation since 2002, providing accountancy services as a CPA. Rational Investment Management offers discretionary investment supervisory services primarily to individual and high-net-worth clients, managing approximately $402.6 million. The firm also serves select non-retail entities and implements client-specific investment plans mainly using institutional mutual funds and ETFs.
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