What are the benefits of Rhoads Lucca's portfolios of mutual funds?

The benefits of our no-load mutual fund portfolios are many:

§         Because the funds are no-load, there is no commission taken out up front, so all of your money is immediately invested.

§         Most mutual funds are less risky than direct investment in stocks and bonds because of their inherent diversification: they invest in a variety of companies, industries and/or asset types.

§         Rhoads Lucca's portfolios of mutual funds offer even better diversification, by including funds guided by different management styles and market philosophies. This means that the portfolios are better able to weather market fluctuations.

§         By using mutual funds, Rhoads Lucca is able to devote full time to identifying and “hiring” the best fund managers and to analyzing global economic and market trends so that we can adjust portfolio compositions as appropriate.