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Intelligent Portfolio Design

LifePoints Portfolios
Sophistication Made Simple ™

LifePoints Portfolios help to meet the needs of individual investors at every "life point," addressing a variety of time horizons, risk comfort zones, return objectives, and life situations. Please visit RussellLINK to learn more. (advisors only)


LifePoints® — Target Allocation Portfolios
Versatility for investors at every "life point"

LifePoints® — Target Date Portfolios
A simple way to invest for the long-term
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Russell Sovereign Investment Program®

For clients who want comprehensive diversification, risk control and a total portfolio solution that is still easy to implement and monitor. The Russell Sovereign program also allows for a customized asset mix that can be changed over time as needs change. Please visit RussellLINK to learn more. (advisors only)

Russell Sovereign Investment Program Services
Eight independent investment pools, each offering a unique blend of investment styles and managers. The pools form the building blocks for a total and customized portfolio.

 Sovereign Overview
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Sovereign Diversified Monthly Income Portfolio
The Portfolio is designed to provide a regular, tax-efficient stream of monthly cash flow and deliver a higher after-tax return than one would normally receive from money market funds, government bonds or other fixed income alternatives.
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Russell Retirement Solutions

Russell Retirement Investment Solutions are designed to help you cover all the bases of retirement. Each solution applies our signature multi-asset, multi-style, multi-manager™ investment approach to deliver the right combination of income, growth and appropriate level of risk. (advisors only)

Russell Retirement Solutions
Cover your essentials during retirement. With roughly 35% equities and 65% bonds, this Portfolio is capable of generating the consistent monthly income you need to cover your essential retirement expenses, while still retaining an element of growth to help you replenish your capital and prolong your payment stream.

 Sovereign Overview
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Russell 10/30/60 Retirement Rule
Research shows that 60% of your investment earnings can come from post-retirement returns. Developing an appropriate retirement plan that keeps your portfolio growing after you retire is just as crucial to your financial health as saving for retirement during your working years..
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