RINO INVEST Wealth Management LLC

RINO INVEST Wealth Management LLC provides investment management and financial planning services, with advice generally limited to mutual funds, real estate funds (including REITs), equities and ETFs and a primary emphasis on real estate investments. As part of its planning offering, the firm conducts periodic educational seminars and workshops for clients.

The firm uses fundamental analysis and a long-term trading approach, often employing model allocations and discretionary authority to implement tailored portfolios while accommodating client-imposed investment restrictions. RIWM presents planning work on a fixed- or hourly-basis rather than relying on percentage-of-assets–under-management or performance-based fee arrangements, and it acknowledges a fiduciary duty when advising retirement accounts.

Notably, RIWM reports no discretionary or non-discretionary assets under management and no ongoing managed client accounts as of the most recent calculation, yet it provides both one-time financial plans and ongoing advisory services and workshops. The brochure also indicates the firm will require clients to use a specific broker-dealer for execution and does not engage third-party advisers, a combination that is atypical for firms positioned as investment managers.