Fredric E. Russell Investment Management Co

Overview

Fredric E. Russell Investment Management Co. is an independent, SEC-registered advisory firm that manages portfolios for individuals, families and small institutions. The firm operates on a percentage-of-AUM fee model and reports portfolio management for individuals and small businesses as its primary advisory activity. It is owned by an individual and is not structured as a capital allocator; the firm does not describe itself as an active ESG investor and is not registered as a multistate adviser. The firm’s posture appears equity-oriented by preference and by the asset types it emphasizes across client accounts. Custody and trading are concentrated with a single primary custodian, suggesting a straightforward operational setup rather than a multi-custodian structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices