A complete list of active advisors currently associated with Rational Investment Methodology

Warmer can help you find a great advisor at Rational Investment Methodology or one who fits your needs even better.

Rational Investment Methodology provides discretionary portfolio management through separate managed accounts to qualified (high‑net‑worth) clients and maintains a relatively small client base with modest assets under management. The firm uses a single custodian and broker-dealer platform for trading and reporting and does not offer non‑discretionary services. The investment process centers on a proprietary “Circle of Competence” of roughly 60 largely U.S.-oriented companies in Consumer Discretionary, Consumer Staples, Industrials and Materials, with detailed discounted‑dividend models that produce low/base/great‑case fair values for each name. Portfolios are constructed via a proprietary tool that implements one of three risk profiles (long‑short, long‑only, long‑aggressive), applies specific entry/exit triggers and periodic rebalancing when exposures deviate from targets. The firm is notable among independents for using performance‑based compensation and thereby serving only qualified clients eligible for such arrangements, a structure that is uncommon in this peer group. Governance and trade practices are explicitly designed to align the founding partner’s personal trading with client accounts—using the same portfolio tool, simultaneous basket execution, and rules that remove positions deemed “unquantifiable” to limit outsized exposure.

To learn more about the advisors currently working at Rational Investment Methodology, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.