Ruderman Investment Management

Specialties

Ruderman Investment Management, «RIM» specializes in providing high quality investment advice, and developing tax-​efficient investment strategies to help clients achieve their financial and retirement goals, without taking undue risk.

RIM manages brokerage and retirement accounts, and offers financial planning services. Investments offered through RIM include mutual funds, stocks, exchange traded funds (ETFs), tax-​free bonds, real estate investment trusts, and tax-​deferred annuities.

RIM is a fee-​only practice, and does not receive commissions from the sale of investment products. RIM’s account management fee is 1% or less.

Meet the Business Owner

Mark R.

Business Owner

Mark Ruderman has been providing investment and retirement advice to clients for 15 years. Prior to establishing Ruderman Investment Management, «RIM», Mark worked as a financial advisor at Merrill Lynch and Charles Schwab, where he was also vice president.

He is a registered investment advisor, and was awarded the Accredited Asset Management Specialist (AAMS®) and Chartered Mutual Fund Counselor (CMFC®) designations by the College for Financial Planning.

Mark lives in Alameda, with his wife and daughter. His interests include acting, history, reading, classical music, travel, and spending time with his family.