CONTENTS OF "FOR CLIENTS"

This area of RhoadsLucca.com contains helpful information specifically for our clients.
 

 

Pay My Management Fee by Credit Card

        

My non 401K RLC Accounts - password-protected for client access only.  ( My Accounts Online - Fiserv )

Your gateway to round-the-clock online access to information about your account(s) at Rhoads Lucca.

Calculators for Investors - The Securities and Exchange Commission has many useful calculators on their website at  http://www.sec.gov/investor/tools.shtml.  These calculators can help you estimate college saving needs,  Social Security Retirement planning, savings needs, loan costs and many more.

Bulletins - Notices from Fiserv; Copies of general mailings sent to all clients; Special notices
 

FAQs - Answers the most common questions clients ask about their accounts
 

Fiserv Forms Online  - PDF files of the most common forms (such as name/address change and IRA distribution form), for you to download and print using Adobe Acrobat
 

Calendar - RLC office schedule, events, and important dates you should know
 

Ask A Question - Your e-mail hotline to RLC's client service team and advisors

Proxy Voting Policy - View a copy of RLC's Proxy Voting Policies and Procedures

RLC Code of Ethics and Privacy  Policy - View a copy of RLC's COE and Privacy Policy

My Accounts, Bulletins, FAQs, Forms Online, Calendar, Ask a Question, Proxy Policy

Rhoads Lucca Capital Management
14911 Quorum, Suite 380, Dallas, TX 75254 (214) 373-9771  (888) 895-1212
120 North Pointe Blvd., Suite 302, Lancaster, PA 17601 (717) 569-8500  (888) 254-1727

DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEB-SITE.