Vero Beach, FL Office

Russell Capital Management provides discretionary investment advisory services to individuals (including high-net-worth clients), retirement plan participants, pension and profit-sharing plans, charitable organizations, and corporate clients. Services described in the brochure include individual portfolio management, model portfolio management through its Select Account and Advanced Strategies offerings, and one-off consulting engagements.

The firm’s investment process emphasizes Modular Portfolio Construction (MPC) for its model portfolios: the Select Account follows a five-step risk-determination, module-design, allocation, implementation and monitoring process using multiple ETFs per module, while the Advanced Strategies portfolio assembles up to twenty-four alternative mutual funds and ETFs intended to deliver low-correlation, hedge-fund-like exposures; Russell Capital also uses fundamental, technical, quantitative and qualitative analysis and may employ options where appropriate. Accounts are generally managed on a discretionary basis and reviewed at least annually, with ongoing monitoring and periodic rebalancing described in the brochure.

Distinctive aspects noted in the brochure include that the firm may present investment performance information, including model or hypothetical performance, in client communications and marketing materials and that it provides enhanced performance reporting to retirement plan participants via Portfolio Center when managing accounts on certain CREF and Fidelity retirement platforms. The firm also documents participation in due diligence and educational events for fund managers and the receipt of related non-cash benefits, and its formal Advanced Strategies modular approach with a concentrated roster of alternative funds is presented as a specialized option compared with many peers.