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Rating:Advisory Firms Takes Russell Tools Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, August 22, 2002

Advisory Firms Takes Russell Tools

by: Sean Hanna, Editor in Chief

Moss-Adams affiliate Financial Security Group (FSG) has signed up with Frank Russell's support network for financial planning firms. The Tacoma, Washington-based Russell will provide multi-manager separate account program, Russell Managed Portfolios, and its family of retail and institutional multi-manager funds to FSG.

Russell will also provide Bellevue, Washington-based FSG with its Portfolio Advisory Desk service. That service allows advisors to create custom investment strategies and proposals for high net worth clients. It also offers asset allocation tools and portfolio analytics.

Mark Jaeger, managing partner at Financial Security Group explained that the services would allow the firm to spend more time focusing directly on client service.  

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