A complete list of active advisors currently associated with Russo Investment Management

Warmer can help you find a great advisor at Russo Investment Management or one who fits your needs even better.

Russo Investment Management provides portfolio management, comprehensive financial planning, and in‑house tax planning and tax return preparation for individual and high‑net‑worth clients. Advisory services include ongoing asset management as well as standalone financial or tax consultations billed separately on an hourly basis. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing long‑term asset accumulation and capital preservation through primarily low‑cost, no‑load index funds and selectively chosen dividend‑paying stocks. Portfolios are tailored to client objectives, may include client‑imposed restrictions, and are reviewed on a regular (quarterly) basis. A distinguishing feature is that the adviser operates as a licensed CPA practice, integrating tax planning and preparation directly into its investment advice to support tax‑aware decision making—an arrangement that is uncommon among independent advisory firms. The firm also discloses that it does not accept third‑party compensation or soft‑dollar benefits and typically manages accounts with discretionary trading authority while custodial arrangements remain with third‑party custodians.

To learn more about the advisors currently working at Russo Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.