Mark Spina, Head of Advisor Business, Russell Investments and Julie Cooling, Founder & CEO, RIA Channel, discuss Russell’s recent success working with advisors on model portfolios utilizing ETFs, mutual funds and alternative investments. Spina describes the advisor ecosystem in working with portfolio managers, advisors and ultimately clients to customize solutions that best match client financial goals within certain risk profiles. Russell has been in business since 1936 and is well known for its institutional business. They’ve spent the last thirty years working with investment advisors, with a more recent focus on model “hybrid” solutions. Hybrid offerings combine active, passive and smart beta investment strategies within a given portfolio to optimize alpha. More information can be found on their site at RussellInvestments.com.
Russell’s Mark Spina Talks Hybrid Model Solutions For Advisors
Hybrid Solutions Provide Best-In-Breed Managers to Advisors