What types of investments can be purchased by a client of RCL Capital Management?
Any type of investment that can be purchased at any typical brokerage firm can be accessed including mutual funds, stocks, bonds, and CDs. The only investments that are specifically excluded are loaded mutual funds since loaded mutual funds pay a commission to the salesperson responsible for the transaction. Since we are fee-only advisors and do not collect commissions, we recommend comparable funds that do not include such charges or loads (i.e. no-load mutual funds). No-load mutual funds can be traded without the client paying a recurring sales charge every time that a change is deemed necessary.
