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Russell Announces Alliance With Bellevue-Based Financial Security Group, L.L.C
Business Wire, August 21, 2002
Business Editors
TACOMA, Wash.--(BUSINESS WIRE)--Aug. 21, 2002
Frank Russell Company, a global leader in multi-manager investment services, announced today that the Financial Security Group, L.L.C. has joined its growing network of financial professionals serving individual investors in the U.S. Financial Security Group (FSG), an affiliate of Moss-Adams, LLP, is a full-service wealth management firm providing portfolio management and wealth planning services for high net worth individuals and businesses.
By working closely with Russell, FSG will be able to provide its clients with Russell's research-backed, institutional quality multi-manager expertise. This includes a variety of investment options, including Russell's multi-manager separate account program, Russell Managed Portfolios, and its full family of retail and institutional multi-manager funds. In addition, Russell will provide FSG with its proprietary Portfolio Advisory Desk to assist in creating custom investment strategies and proposals for FSG's high net worth clients, as well as access to a comprehensive range of asset allocation tools and portfolio analytics for unbiased evaluation of investment strategies.
"We are very excited to be working with Russell," said Mark Jaeger, managing partner, Financial Security Group. "High net worth clients demand comprehensive, customized wealth planning and management supported by a strategic, objective investment approach. Russell's multi-manager expertise complements our already robust line-up of investment solutions, and allows us to spend more time focusing directly on client service, confident in the knowledge that our clients' assets are being managed by some of the top investment managers in the industry."
"We are selective about our distribution clients and FSG is an excellent example of the type of financial intermediary that we feel we work best with," said Len Brennan, managing director, Individual Investor Services. "They are disciplined, focused wealth managers that appreciate the importance of strategic planning and recognize the benefits of the multi-manager investment approach. We look forward to working with them and helping them to serve their clients and grow their business."
Russell delivers its investment programs by joining forces with some of the leading financial services organizations throughout the world. In the U.S., Russell's advisor network includes more than 80 financial firms. Russell is committed to the strategic growth of this network and is selectively seeking new distribution clients that set their business goals high and share Russell's approach to investing.
About Financial Security Group, LLC
Financial Security Group, LLC an affiliate of Moss-Adams, LLP, is a full-service wealth management firm. Founded as a Registered Investment Advisory firm in 1987, it provides fully integrated and customized plans via a coordinated team of professionals in diversified specialties. Financial Security Group is headquartered in Bellevue, WA and has offices in Los Angeles and Santa Rosa, CA and soon in Eugene, OR.
About Russell
Frank Russell Company, a global leader in multi-manager investment services, provides investment products and services in more than 35 countries. Russell manages $70 billion in assets and advises clients worldwide representing US$1.8 trillion. Founded in 1936, Russell is a subsidiary of Northwestern Mutual and is headquartered in Tacoma, Wash., with additional offices in New York, Toronto, London, Paris, Singapore, Sydney, Auckland and Tokyo. For more information, go to www.russell.com.
Frank Russell Company, a Washington, USA corporation, operates through subsidiaries worldwide.
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