Money Management Programs

Building Your Future, Together




Creating an investment plan 
has never been more confusing.

That's why it is such a good idea to talk with the caring professionals at Lussenheide Capital Management.

Guidance and Sound Advice

We will take the time to learn about your financial goals and use our professional expertise and experience to help guide you to make sound investment decisions.

No Pressure

Our advisors will consult with you to start you on the road to achieving your financial goals. There is never any pressure to buy any of our investment products or management services.

What's Right for You?

We will examine where you are financially, what your expectations are for the future and decide what is right for you and your loved ones.


Mutual Fund Managed Accounts

A managed portfolio of individual no-load Mutual Funds


  1. Managed Portfolio. This is a managed portfolio of individual no load mutual funds. The portfolio buys only no load, no transaction fee, mutual funds. At times you will be in cash, in the safety of money market funds when market conditions as shown by our proprietary defensive timing systems indicate.
  2. Asset Allocation. We will help design an appropriate asset allocation plan for you, based upon your individual needs, age and risk tolerance. This will include mixes of Bond, Stock and other types of mutual funds. Based on your needs your portfolio will range from safer all bond portfolios to all stock portfolios. We will rebalance your portfolio allocations on a periodic basis. 
  3. Minimum Investment. $25,000 with NO LOAD and NO TRANSACTION FEES.

Management Fees for Mutual Fund Managed Accounts

Fees are based on the amount of assets under management and are charged at the end of each quarter automatically from your account. (1/4th of annual fee per quarter)


Aggressive Strategies Managed Accounts

Managed portfolios in the pursuit of exceptional returns



  1. Managed Portfolio of Aggressive Mutual Funds. This is a managed portfolio of aggressive no load mutual funds in the pursuit of exceptional returns. The portfolio buys only no load, no transaction fee, mutual funds. At times you will be in cash in the safety of money market funds when the market conditions as indicated by our proprietary defensive timing systems indicate. This portfolio is timed moving into various enhanced index funds.  
  2. Leveraged Funds. These funds can be leveraged to as much as 200% of the daily movement of the market, both up and down.
  3. Minimum Investment. $25,000 with NO LOAD and NO TRANSACTION FEES. 
  4. Very Aggressive Risk.  Appropriate for investors with a minimum of a 10 year time horizon, and high risk tolerance only.

Management Fees for
Aggressive Strategies Managed Accounts

Fees are based on the amount of assets under management and are charged at the end of each quarter automatically from your account. (1/4th of annual fee per quarter)

Address

25109 Jefferson Ave

Suite 305

Murrieta, CA 92562

Contacts

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