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
Not sure yet which one is the best fit? Compare all 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 U.S. Large Cap Fund
Tax-Managed U.S. Mid & Small Cap Fund
Tax-Managed International Equity FundTAX-MANAGED ALTERNATIVE
Tax-Managed Real Assets Fund
Tax-Exempt Bond Fund
Tax-Exempt High Yield Bond FundDemonstrate 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
17 years of tax-managed investing
(PDF) 
(for FP use only)
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.