As with any investment strategy, there is potential for profit as well as the possibility of loss. Rational IM does not guarantee any minimum level of investment performance or the success of any index portfolio or investment strategy. Diversification strategies do not ensure a profit and do not protect against losses in a declining market. All investments involve risk and investment recommendations will not always be profitable.

Information pertaining to Rational IM’s advisory operations, services, and fees is set forth in Rational IM’s current Form ADV Part 2 (Brochure), a copy of which is available upon request and at

All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The website does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell securities or investment advisory services; nor is it a recommendation or endorsement of any particular security, product or service.

Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. It is just not known in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing.

Limitation of liability

While Rational IM uses reasonable efforts to include accurate and current information on this website, errors or omissions sometimes occur. Rational IM makes no warranties or representations as to the accuracy of the information contained on this website. Under no circumstances shall Rational IM nor any party involved in creating, producing, or delivering the web site be liable for any direct, incidental, consequential, indirect, or punitive damages that result from the use of, or the inability to use, the materials on this web site. Applicable law may not allow the limitation or exclusion of liability or incidental or consequential damages, so the above limitation or exclusion may not apply to you.

Restriction on use of materials

This site is for the use of clients and potential clients of Rational IM. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, or for any other purpose.


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