Rational Invest – Rule-based, robust & transparent

Rational Invest is an independent investment advisor providing asset management solutions through a range of systematic, rule-based investment strategies. Rational Invest was founded in March 2015 and is based in Zürich, Switzerland.

Permanent Portfolio Income Strategy Performance

The Permanent Portfolio Income Strategy is investing in Stocks, Treasuries and Gold with variable allocations depending on the market environments. The goal of the strategy is to achieve low 5–7% volatility and a far-reaching protection against market corrections and so called “Black Swan” events. The strategy is diversified with the goal to produce positive returns in all market conditions by investing in highly liquid Futures and Options. With a higher Sharpe ratio (Risk weighted Return) than the equity market and permanent dividend-like income from option premium, the strategy is the perfect investment for cautious investors.

About

Rational Invest is an independent Robo-Advisor implementing investment solutions through a range of systematic, rule-based strategies. Rational Invest was founded in March 2015 and is based in Zürich, Switzerland.

The firm’s investment strategies are based on the innovative quantitative algorithms of Logical Invest, founded by Frank Grossman in 2011.

Walter J Baumann

Co-founder / Chairman
Walter has over 35 years of experience in investment banking across all trading products and processes with a background in equity and derivatives trading.

Frank Grossmann

Co-founder / Chief Investment Officer
Frank has a long track record as a successful entrepreneur. He is the founder of Logical Invest, a research firm specialized in the development of mathematical, rule-based investment strategies.

Disclaimer

This website is for informational purposes only and does not constitute an offer for products or services in any jurisdiction in which such a solicitation would be unlawful or to any person to whom it would be unlawful. Moreover, it neither constitutes an offer to enter into an investment agreement, nor an invitation for such an offer.