Rhoads Lucca Capital Management

Financial service provider

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14911 Quorum Dr. Suite 380 , 75254 Dallas

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Rhoads Lucca Capital Management (RLC) provides fee-based investment management services for private individuals with investable assets of at least $250,000. We manage over $154 million in assets for about 360 clients living across the United States and abroad. We strive to provide our clients with income and growth that is predictable at a comfortable level of risk. Our unique strategy-centered approach to investing, combined with the RLC Market Safety Net, provides reliable income and growth at controlled risk levels, focusing first on active asset protection, then asset enhancement. RLC's multi-fund approach allows clients to benefit from the skill and ability of the greatest stock and bond managers in the world, while also providing greater diversification and liquidity. RLC principals are accessible to offer wisdom counsel about the financial implications of life changes or to give advice about crises such as illness, death, or forced early retirement. This accessibility results in long-term relationships based on frequent, understandable communication of investment performance and outlook. Most of the firm's business comes from referrals based on integrity, trust-worthiness, service, and performance. RLC is an independent money management firm. We are "employed" directly by our clients, not by a brokerage house or securities firm. We put our clients' interests first. Their priorities are our priorities. Our business is built upon providing quality service to our clients. We fully recognize that without our clients, we have no business. As a growing firm in the huge financial services industry, we are able to succeed because we focus on providing one key service: money management. We do not dilute our time and efforts by trying to provide a broad range of financial services and products. This focus frees us to spend all our time on what is most important: serving our clients well. Headquartered in Dallas, Texas, RLC has been a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC) since 1980. We have a second office in Lancaster, Pennsylvania. Additionally, we are registered as investment advisors with the states of Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Michigan, Minnesota, New Hampshire, North Carolina, Ohio, Rhode Island, Tennessee, Vermont, Virginia and Washington. View our current ADV II.

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Financial service provider

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14911 Quorum Dr. Suite 380 , 75254 Dallas

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