Mount Lucas Management provides investment management services to institutional investors, pension plans, trusts, mutual funds, and high-net-worth individuals. They offer several investment strategies, including global macro, large-cap equity, diversified futures index, and quantitative liquid alternative strategies. Mount Lucas invests in various securities and instruments, customizing products to meet client needs. Fees are based on a percentage of assets managed, with performance fees for some products.
Fee Structure
Mount Lucas Management charges a fee based on a percentage of the assets they manage. This fee typically ranges from 0.18% to 1.5% per year, calculated on the value of your account. Some products may also have a performance-based fee, which is a percentage of the returns that exceed a specific benchmark. The specific fees are negotiated with each client.