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Russell Investment - Strategist Overview

Russell in action, A complex process with one simple goal: to provide you with an investment strategy that delivers consistent long-term results.

Russell makes planning for retirement simple although our approach to money management is anything but. In fact, Russell is known around the world for its sophisticated research, rigorous analysis, and unwavering focus on the long term. We’ve been in business since 1936 and guide the investments of some of the world’s largest companies, foundations and pension plans. We can do the same for you.

Russell Investments is Available on MAP Qualified & MAP Non Qualified

Russell Investments Models Qualified
  • Equity Growth Strategy
  • Growth Strategy
  • Balanced Strategy
  • Moderate Strategy
  • Conservative Strategy
Russell Investments Models Non Qualified
  • Tax-Managed Equity Growth Strategy
  • Tax -Managed Growth Strategy
  • Tax-Managed Balanced Strategy
  • Tax-Managed Moderate Strategy
  • Tax-Managed Conservative Strategy

Russell Investments Five Core Series

A series of broadly diversified and dynamically managed multi-asset portfolios designed to maximize growth and manage volatility by capitalizing on active management opportunities. Investors can select the portfolio that best fits their needs and risk tolerance level.

  • Dynamically managed to adapt to changing market conditions.
  • Global portfolios The diversified across equity, fixed income and alternative investments.
  • Multi-manager approach with access to high conviction, third-party money managers researched by Russell Investments
  • 30+ year track record - the Balanced Model Strategy's since inception return as of 03/31/2023 is 7.57% with 1/3 lower volatility than the S&P 500.


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Contact us

For additional details regarding our products and services, please visit our website at or call 800-787-7354. To speak to your Regional Director within your state, please reference this MAP for their contact information.