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Rhoads Lucca
focuses on managing portfolios of mutual
funds because we believe that investing in
funds rather than individual securities is
the most cost-effective way to minimize
risk and maximize gains for most
clients.
Four
mutual fund portfolio models. Our
strategy-centered approach primarily uses
three distinct portfolio models that invest
in mutual funds. Each of these models is
defined by the level of risk to which it
is exposed in the market. We then design
the portfolio model to achieve strong
returns within that risk level.
Our strategy is not to beat the market,
but to be in the market in a way that will
protect clients' buying power and lifelong
financial security. To achieve this goal
RLC has developed tools such as the RLC Safety Net (TM) and the
Active Management Process (TM).
Our mutual
fund portfolio models are:
Sleep Easy -- For our clients
who want moderate, reliable returns at
minimal risk
Solid Oak -- For our clients
who want stronger returns than Sleep Easy
and thus are willing to take on somewhat
more market risk
All Growth -- For our clients
who want to keep their assets growing
aggressively and are willing to accept the
related short-term market risk
How do the mutual fund portfolio models
operate?
Show me descriptions of the mutual fund
portfolio models, including level of
risk
and composition. (Adobe Acrobat Reader
is required to view the Portfolio Model
Descriptions. If you do not have Adobe
Acrobat Reader,
click here for a FREE copy.
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