Rimac

Rimac Capital provides tailored investment management and financial planning to a small client base of individuals, high‑net‑worth clients, and charitable organizations, managing roughly $7.6 million in client assets for about 20 accounts. Services include discretionary portfolio management, ongoing comprehensive financial planning, a project‑based six‑month comprehensive plan, and hourly planning engagements.

The firm builds client-specific investment policy statements through discussions of goals, risk tolerance, tax considerations and prior investment history, and typically seeks discretionary trading authority to implement those plans. Rimac uses a mix of analytical approaches (cyclical, fundamental, modern portfolio theory, and quantitative analysis) and may employ long‑ and short‑term trading, margin, short sales and options strategies, which carry elevated risk and can increase portfolio volatility.

Notable distinctions for a firm of this size include a required custodian relationship — clients are asked to use Charles Schwab — and the practice of not providing separate written advisory reports beyond custodian statements; fee invoices and custodial reports are the primary client communications. The firm is state‑registered in multiple states with recent expansion into California (approved July 2025), manages accounts directly without selecting third‑party managers, and maintains trade aggregation and personal trading policies disclosed in its Code of Ethics.