Rim Associates, Inc

RIM Associates, Inc. provides discretionary investment management and individualized portfolio services to a varied client base that includes individuals, trusts and estates, pension and profit‑sharing plans, charitable organizations, and corporate or business clients. The firm reports managing roughly $37.6 million in discretionary assets and allows clients to impose investment restrictions in writing.

The firm’s investment process centers on tailored asset allocation informed by market research—financial press, company filings, third‑party research and charting—and it employs both long‑ and short‑term purchase strategies across equities, corporate and municipal bonds, and options. Portfolio authority is exercised on a limited discretionary basis within client‑approved tolerances, and accounts are reviewed at least monthly.

A distinctive feature is the firm’s affiliation with an accounting and tax preparation business owned by the firm’s sole shareholder, an arrangement disclosed as a potential conflict of interest and addressed through policies and client disclosures. The small, owner‑led practice serves an uncommon mix of client types for a firm of its size—including charitable and corporate clients as well as both non‑HNW and high‑net‑worth individuals.