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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-03-2012
- Office Locations
- 1
Office Locations
About Rational Investment Management, LLC
Rational Investment Management is a California RIA partnering with Proses Accountancy to deliver tax, money management, and holistic financial planning in one integrated team—covering equity-compensation (RSUs/options), retirement, and estate planning. Portfolios follow a data-driven, long-term approach grounded in economic research and implemented primarily with ETFs, with custody at Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
DANIEL SOULIS SINTON
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2772367
- Ownership
- 75% or more
BRIAN CHARLES PROSES
Accountant, PARTNER
- CRD
- #6388165
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $402,587,949 | $984,323 |
| Non-Discretionary | $0 | -- |
| Total | $402,587,949 | $984,323 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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