Russell Investments collaborates directly with RIAs through a four-step process: Design, Analyze, Collaborate and Deliver. We learn about your firm’s investment philosophy and client needs, analyze your lineup and risks, co-design tailored model portfolios and provide educational resources to support your launch.
RIA resource center
Helping RIAs grow their practice through tailored investment and business solutions, from Custom Model Portfolios and flexible portfolio options to strategic practice management support.
Custom Model Portfolios
Your models. Your way. Backed by our institutional expertise.
Built together. Delivered by you.
Each portfolio solution is developed collaboratively - combining your philosophy with our investment expertise and support.
Your investment preferences & priorities
The research, insights and support of a global investment team
Your solution delivered under your brand
Benefits of partnership: Expand your team of experts
Expanding your team of experts means more time for what matters most - your clients.
Ongoing support that scales with you
Our partnership continues well beyond implementation.
Annual asset-allocation reviews and updates based on market outlook
Dedicated client-service contacts and quarterly portfolio-review calls
Value-added resources & materials for practice management and client conversations
Ready to start building your custom models?
Request a custom portfolio analysis or connect with your RIA team to explore how Russell Investments can help you bring personalized, scalable portfolio solutions to your clients.
Troy Espeseth | Managing Director, Head of U.S. Strategic Accounts
“We can take a lot of the heavy lifting off your shoulders. We can help with the portfolio construction, the asset allocation, the rebalancing, the due diligence, the oversight—but still take into consideration your preferences.”
Additional investment solutions
Explore some of our key investment solutions designed to help RIAs meet diverse client needs and support long-term practice growth.
Business solutions for RIAs
Explore featured business solutions for RIAs designed to help you build the practice of the future, define what sets your firm apart and demonstrate the value of your advice—with additional resources available to support your firm’s ongoing development.
Practice of the future
Assess your business, identify potential growth opportunities and strive to build a more efficient, sustainable firm for the years ahead.
Refined client engagement
Define, refine, and communicate what makes your firm distinct to clients and referral partners. Start by exploring our Discovery Process brochure to help guide meaningful conversations and uncover what matters most to your clients.
Value of an advisor
Showcase the impact of your advice and services in a clear, consistent and memorable way.
Contact your dedicated RIA team
John Roche
Head of RIA Distribution
jroche@russellinvestments.com
+1 239-233-7502
Sara Schumacher
Manager, RIA Strategic Accounts
sschumacher@russellinvestments.com
+1 414-203-5819
Subject matter experts
Asset allocation:
Sam Pittman
Managing Director, Co-Head of Strategic Asset Allocation
Portfolio consulting:
Mike Smith
Senior Consulting Director
Ryan Pogodzinski
Director, Consulting & Analytics
Practice management:
Tina Downing
Senior Director and Lead, Business Consulting
Nancy Fahmy
Senior Director, Business Solutions Consultant
Frequently asked questions
Each model is built around your firm’s investment preferences and priorities. You can integrate preferred holdings, apply tax-managed strategies and choose allocations aligned with client demographics and objectives. Russell Investments can provide the research, due diligence and portfolio construction support to help you implement a more disciplined quality process.
Russell Investments serves as the investment engine behind your practice, combining decades of experience with an open-architecture approach. In a marketplace where personalization is expected and scale is essential, we aim to provide both by working with RIAs to build custom model strategies that preserve advisor autonomy while helping to reduce operational complexity.
Our partnership continues beyond implementation. We can offer ongoing asset-allocation reviews, updates based on capital market outlooks and rebalancing guidelines. You may also receive dedicated client-service contacts, quarterly portfolio review calls, and access to value-added resources designed to support both practice management and client engagement.