Tax managed portfolios designed to maximize after-tax returns.
Because it's not what you make, it's what you get to keep.
Model portfolios: Tax-managed model strategies
Living in California or New York State? Consider saving even more on taxes with our California or New York State Model Portfolios below.
Model portfolios: Tax-managed state specific model strategies
Not sure yet which one is the best fit? Compare all Tax-Managed California Model Strategies or Tax-Managed New York Model Strategies.
Make the portfolio as unique as the investor
Managed accounts: Personalized Managed Accounts
The next level of customization in separately managed accounts
Tax efficient investing strategies for every type of investor
Individual funds: Tax managed & Tax-Exempt mutual funds
TAX-MANAGED ALTERNATIVE AND SPECIALTY
Tax-exempt fixed income
Demonstrate the value & impact of active tax management to your clients
Tax-management tools & calculators
Does tax-management make a difference?
Illustrate how much you could gain in excess return (and how much you could save in taxes) with a tax managed portfolio.
How do our tax managed funds stack up?
Compare the tax implications of our funds with a custom set of other investment products.
Spread the word.
Use these popular materials to tell the tax-management story.
Tax-management marketing materials for conversations with end investors
Learn the basics of what tax management is and how it helps
Russell Investments can help you oversee your tax-managed investments with an after-tax awareness.