Here you will be able to find communications from the RIM team as well as helpful resources and articles.
Planning for the future and investing are complicated. As a fee-only, fiduciary, Registered Investment Advisor, we can help clients plan and prepare.
Larson Patty explains why he is helping clients at Rothman Investment Management. “Beautiful Presentation” by RomanSenykMusic. Used by Permission. www.patreon.com/romansenyk https://www.youtube.com/channel/UCbxxEi-ImPlbLx5F-fHetEg
Many investment advisors operate on a commission basis where they are incentivized to sell products to their clients. Fee-only advisors charge fees for advice, so they have no incentive to promote certain solutions over others.
What is a fiduciary financial advisor, and why is it important?
An RIA operates as a fiduciary, meaning it is obligated to always act in the best interest of its clients.
This job allows me to use my skills to serve a great group of clients, while building my own business and living in one of the nicest places in the world.