Russell Separate Accounts*
Tax-efficiency and customization in a single brokerage account
Russell Separate Accounts enable affluent investors to leverage strategic tax management at the core of their portfolio.
When you work with your financial advisor to invest in Russell Separate Accounts, you gain access to an experienced mix of institutional money managers within a single, simple-to-follow brokerage account mapped to your long-term objectives.
An uncommon level of access
Beyond the traditional customization and tax-efficiency benefits of separate accounts, Russell Separate Accounts incorporate in-depth manager research to select some of the world's best institutional investment managers.
Whereas other separate account products offer investors a selection of managers typically filtered based on brand name and recent performance, Russell Separate Accounts go beyond delivering a "recommended" list to package complementary managers intentionally chosen to provide broad coverage of specific asset classes.
Objective manager oversight
Russell's objective approach to evaluating and selecting money managers is designed to be clear and uncompromised at all times. Selected money managers are not Russell employees. They are hired and replaced as appropriate to create optimal manager combinations in pursuit of a particular investment's objective.
With Russell Separate Accounts, you get:
- Money managers who have made it through Russell's rigorous research filter
Broad Cap Mix
Large Cap Mix
Small Cap Mix
- Direct security ownership
- Ability to transfer securities in-kind
- Individual security reporting
- Tax efficiency (loss harvesting, wash sale management)
- Customization/restrictions (work around concentrated positions or personal preferences)
- A packaged solution to quality portfolio construction
Three Russell Separate Account Mixes
- Broad Cap, Large Cap, Small Cap
- 2 to 7 managers per account
- Minimum investments from $200,000 to $400,000
Consult your financial advisor or contact Russell today at
866-676-7680 for a referral to one in your area.
Submit this request form to find financial advisors in your area who are familiar with Russell.
*Effective October 1, 2013, the Russell Separate Accounts Large Cap Growth Mix and Large Cap Value Mix will be closed to new investments. The Large Cap Value Mix will be closed to all investments by December 31, 2013. The Large Cap Growth Mix will be closed to all investments by April 1, 2014.
Russell Separate Accounts is a product of Russell Investment Management Company (RIMCo). RIMCo provides no investment management services. The implementation of Russell Separate Accounts in investors’ portfolios and related investment advice are provided through investment advisers and other financial intermediaries that are independent of RIMCo and its affiliates. Investment in one or more mixes is not a complete investment program.
An investment in any one or more of the Russell Separate Accounts does not comprise a complete investment program.
The investor's returns in a Russell Separate Account will be reduced by the investment advisory fees and by any other management expenses the investor's account(s) may incur. See your investment advisor for a Disclosure Brochure with specific information about advisory fees that you would incur.
Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets.Please remember that all investments carry some level of risk including the potential loss of principal invested.
There are no assurances that the objectives stated in this material will be met.
Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.
Copyright © Russell Investments 2012. All rights reserved.
First used: July 2009
Revised: October 2013
How can I
get started today?
Products and services described on this website are intended for United States residents only. Information on this site should not be considered a solicitation to buy or an offer to sell a security to any person. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell's Worldwide site.
© Russell Investments 1995-2013. All rights reserved.