Personalized Managed Accounts

Separately managed accounts with a complementary range of services—All in one.

Every investor’s needs and preferences are unique. And as wealth grows, so do expectations and complexity—like tax management and specific investment preferences. Yet the level of personalization and customization required to meet each client’s distinct goals can quickly send a practice into disarray.

That’s where Personalized Managed Accounts (PMA) comes in. PMA is a distinctive suite of solutions tailored to each investor’s unique and specific needs. Depending on your clients’ goals, circumstances and preferences, one or a combination of our separately managed accounts (SMA) will form the foundation of their personalized portfolio.

Then, simply select the features to further customize your clients’ portfolio. With PMA, you can access a complementary range of services—such as advanced tax management, customization for personal needs and wants, as well as tax-efficient transition management as you move an existing account or holdings into the program.

Once you’ve defined the personalization parameters, your trusted partners at Russell Investments take care of the rest—giving you time to focus on building your business and spending time with clients.

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Benefits for financial advisors

Advanced tax management

Based on our 35+ years of innovation in tax-managed investing, a toolkit of trading and investment strategies are aimed at reducing tax impact.

Enhanced portfolio personalization

A high level of customization and flexibility is available to meet your clients' unique and complex investment needs.

Tax-efficient transition management

Our custom analysis helps you assess the tax implications of portfolio repositioning and establish an objective transition plan by utilizing a timeline or tax-budget approach.

LET's CONNECT

Talk to an expert

Get in touch with your dedicated team at Russell Investments to learn more about how PMA may fit into your business.

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IMPORTANT INFORMATION

Personalized Managed Accounts (“PMA”) is a program of Russell Investment Management, LLC (RIM) and offers customized portfolio management services.

Each Personalized Separately Managed Account is a product of Russell Investment Management, LLC (”RIM”) and offered through RIM’s Personalized Managed Accounts (“PMA”) program. It represents a model portfolio provided by RIM. For active SMAs, it reflects a composite of third-party investment advisors selected by RIM. When the model is implemented, PMA is a separately managed account program of individually owned securities that can be tailored to meet investor’s investment objectives. RIM offers diversified, single or multi-asset managed accounts that can be customized to the investor’s investment objectives, circumstances and preferences, such as (but not limited to), market exposure, risk management, tax management, category and theme-based restrictions, and return objectives. Excluding any allocations to pooled investment vehicles, if any, each investor’s account is managed separately from other investor accounts, allowing for a personalized experience to deliver unique investment outcomes.

Diversification and strategic asset allocation do not assure a profit or guarantee against loss in declining markets.

Please remember that all investments carry some level of risk. There are no assurances that the objectives stated in this material will be met. Investment in one or more separately managed accounts is not a complete investment program and involves risk; principal loss is possible. The principal value of the account is not guaranteed at any time.

The decision to use PMA in investors’ portfolios and related investment advice are provided through financial advisors and other financial intermediaries that are independent of RIM and its affiliates. You should consult their financial advisor to determine which services and programs are appropriate to meet their investment objectives.

Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment. The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.

Please note the products and services listed on this web page may or may not be available at your firm. Check with your firm for availability.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

The information, analyses and opinions set forth herein are intended to serve as general information only and should not be relied upon by any individual or entity as advice or recommendations specific to that individual entity. Anyone using this material should consult with their own attorney, accountant, financial or tax adviser or consultants on whom they rely for investment advice specific to their own circumstances.

Products and services described on this website are intended for United States residents only. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

© Russell Investments Group, LLC. 1995-2025. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.

First used: May 2023. Updated: April 2024. RIM-02753