About Fredric E. Russell Investment Management Co.

Frequently Asked Questions

What is the relationship between clients and the firm?

Clients sign a limited power of attorney authorizing us to buy and sell securities on their behalf.

How do you compare to hedge funds?

We are not a hedge fund. We do not go short, borrow money to take positions, or invest in financial derivatives of any kind.

Do you have any conflicts of interest?

We perform no investment banking services. We perform no brokerage services. We manage money for our employees and officers using the publicly traded companies that comprise the portfolios that we manage for our clients.

What is your fee structure?

Equities: 1.00 percent per annum, billed 0.25 percent every three months.

What is your investment reporting schedule?

For every investment activity in your account, you will receive next day confirmation from Charles Schwab & Co., Inc. as well as a monthly statement of holdings. We send a performance report at the end of the calendar year.

How do you allocate your portfolio?

At any one time, we hold no more than thirty companies in our portfolio.

What is your area of specialization?

Creative thinking and investing in United States common stocks, publicly traded companies whose global headquarters are in the United States.

Who is your broker and custodian?

Charles Schwab & Co., Inc., BOK Financial Corporation execute all purchases and sales and hold all client securities.

Get In Touch

Would you like to get more information about our firm? Have a question for a member of our team? Get in touch with us today!

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