Russell Sovereign is designed to address your clients’ financial goals, time horizons and risk tolerances by providing advantages such as:
Strategic Diversification:
Each Russell Pool is diversified by Russell’s innovative approach. Each manager represents a different investment style within the respective asset class.
Rebalancing: Advisors can select an automatic rebalancing feature for their client's portfolio or utilize the tools provided by Russell to manually monitor and rebalance the portfolio.
Manager Selection: We select our money managers
carefully and monitor their performance from the day they sign on. And we move
swiftly and cost-effectively when change is needed.
Customization: A portfolio can be designed to align with the personal investment objectives of each client. It is also flexible enough to incorporate existing investments the client may already own.
Fee Flexibility: Russell Sovereign is a sophisticated investment program that high net worth clients can appreciate. The Russell investment process is used in the pension funds of some of the top companies in the world, including IBM and Petro-Canada. To give advisors an added advantage when prospecting to clients, Sovereign offers an elite (E) share class for accounts of $500,000 or more, as well as, no load, low load, and front load purchase options.
