Russell Investments, headquartered in Seattle, WA, has selected PlanMember Services as a strategic alliance partner. One of only nineteen companies nationwide to have earned this exclusive designation, PlanMember Securities Corporation is a registered broker/dealer, investment advisor and member FINRA/SIPC. This elite group of companies are mostly regional and independent broker/dealer firms and now have full access to Russell’s suite of programs, including investment products, award winning practice management strategies and capital market insights.
Ron Culverson, PlanMember Services Vice President of Sales said, “The affiliation with Russell Investments supports PlanMember’s Outside Strategist platform program bringing together Russell’s unique investment methodology and name recognition into ten managed portfolios – five for retirement and five tax-managed for non qualified accounts – using no-load and load waived mutual funds.” PlanMember has included Russell Investments in both the PlanMember Investment & Savings (IRA/Non-qualified) and Retirement Income programs.
With more than $149 billion in assets under management worldwide, Russell Investments has a rich heritage of directing the investments of some of the world’s largest investors, many of which have billion-dollar portfolios. With nearly four decades of money manager research experience and more than 500 investment professionals, Russell performs the vital work necessary to keep their investment portfolios diversified and balanced. The team at Russell believes that an individual’s long term financial security is greatly enhanced by a trusted advisory relationship.
PlanMember Securities Corporation has been an industry-leading broker/dealer for retirement planning in the public education and non-profit sectors for over two decades. With 400 registered representatives across the country and over $3 billion in assets under management, PlanMember is an approved retirement plan provider in 2,300 school districts and non-profit organizations around the country.
Known for providing superior service and support to advisors and their clients through high-quality investment advisory programs, PlanMember delivers personalized retirement planning services and a broad selection of investment and annuity solutions. The company is headquartered in Carpinteria, California.
For more information about PlanMember Securities Corporation and Russell Investments contact Richard Ford at (800) 874-6910 x2400 or www.planmember.com.
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