What is included in Rhoads Luccas money management services?
When you become a client of Rhoads Lucca Capital Management, we will serve you by: Helping you identify your investment goals and needs. Helping you choose a Rhoads Lucca portfolio model with the level of risk and return that is appropriate for you. Researching, selecting, buying, selling, and monitoring the investments in your account. Handling administrative and paperwork duties on your account. Providing easy-to-understand monthly Gold Key reports that clearly show how your money is invested and the market value of your account (as of the report date). Sending periodic communications that explain our current views of the markets, our portfolio strategies, and any other pertinent issues that may develop. Answering your questions and discussing your concerns about other aspects of your financial life, such as making career changes, choosing 401(k) funds, evaluating retirement options, taking over aging parents financial affairs, advising adult children on wise credit use, and selectin
