Rosasharn Investment Management (RIM) offers investment advisory and portfolio management services to individuals and small businesses. RIM manages accounts with full discretion, making investment decisions without needing client approval for each transaction. RIM primarily uses a long/short equity and global macro strategy. RIM may tailor services based on individual needs but may decline or terminate relationships if client restrictions significantly impair RIM's ability to manage the portfolio.
Fee Structure
Rosasharn Investment Management (RIM) charges a quarterly management fee based on the value of your account. The annual fee is 1.6% for non-qualified clients and 0.4% for qualified clients. Qualified clients also pay a performance fee of 20% of the increase in the value of the account above a 4% hurdle rate each year.