I wanted to take a moment to explain how we handle investments here at Echelon Wealth. We don't do any in-house asset management. Rather, we rely upon the investment intellectual capital at one of the leaders in the field, Russell Investments, to execute the custom asset allocation solutions that we design for each client portfolio.
Russell is best known for its small company indexes - the Russell 2000, the Russell 3000, etc. But they also have more than a billion dollars under management and work with such major companies as Alcoa, Boeing and the Bill Gates Foundation.
What I like about Russell's investment management is that they use a multi-asset, multi-style, multi-manager approach. We have always known that diversification is crucial to building a prudent portfolio, particularly when negotiating troubled times like these. Russell's broad-based approach is very well suited for helping to preserve our clients' wealth.
We'll explain more about you relationship with Russell in further posts. If you have any questions, please feel free to leave a comment or send me an email at MWade@echelonwealth.com.
No comments:
Post a Comment