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Benefits of Working with RLC

Consistent investment strategy based on rational, not emotional investment decisions
Having a strategy to protect you from excessive loss – the lost skill of investment management
Having an investment strategy, instead of simply an “allocation”
Instead of focusing on quarter to quarter performance, we are focused on how your investment strategy will benefit you through a complete cycle of bull and bear markets – and we know you will face both kinds of markets
A multi-investment approach allows us to tap the skills and abilities of the greatest stock and bond managers in the world for our mutual fund portfolio models. This also provides greater diversification and liquidity
Market knowledge and experience also help us maintain discipline when selecting and evaluating investments

Peace of mind that your money is well managed, regardless of your location or health
Freeing up your time and energy to spend in more enjoyable ways than studying the market, such as with family, friends, sports, travel, and hobbies
We are on the job every day the markets are open, taking the burden of decision-making from your shoulders

We work with clients to invest at a level of risk that is comfortable for them – and no more
We are readily accessible and available for personal and telephone conferences
No conflicts from commissions – we are fee-only and paid only by you
Monthly reports you can easily understand, instead of the industry standard quarterly reporting
Our low monthly fee is predictable and covers all services and activities (for the mutual fund portfolio models) – in fact, the markets often fluctuate more in a single day than our fee for an entire year of management