Rational Investment Methodology
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About
Rational Investment Methodology provides discretionary portfolio management through separate managed accounts for qualified individual investors who meet the firm’s wealth criteria. The firm offers three predefined risk-profile strategies and executes client accounts through a qualified custodian.
The investment process centers on a defined coverage universe (the firm’s “Circle of Competence”) focused on several consumer and industrial-related GICS sectors and on proprietary discounted dividend models that produce low-, base-, and great-case fair values for each company. Portfolios are constructed with a proprietary portfolio-buildup tool across long-only, long-aggressive, and long-short constructs, and positions are reviewed daily with rule-based entry, exit, and rebalancing triggers implemented via algorithmic and basket executions.
Notably, the firm uses performance-based compensation in addition to asset-based fees, a provision that is uncommon among similar independent advisers and is limited to qualified clients. RIM also applies distinct risk controls—removing companies deemed to have “unquantifiable” valuations from portfolios as a form of stop-loss—and synchronizes trade execution for clients and related persons to avoid execution priority.
Client services
Expertise
Fee options
1% annually
10% of net new appreciation annually with a high water mark
Account minimum: $1,000,000
Main office
Allendale NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Rational Investment Methodology · Rational Investment Methodology, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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