Halbert, Hargrove/Russell, LLC

Halbert, Hargrove/Russell, LLC a registered investment advisor which provides comprehensive investment counseling services. Their investment professionals can help you to establish your investment goals, evaluate your existing portfolio, and strategically allocate your assets among core and specialized asset classes. To control risk, Halbert, Hargrove/Russell, LLC uses the same approach to diversification that is widely practiced by some of the world's most knowledgeable investors. This time-tested approach diversifies assets in three dimensions: by asset class, by style and by manager. Within this risk control structure, our clients benefit from the investment expertise of some of the world's most successful managers - carefully selected and rigorously monitored on an ongoing basis. Our relationship with Frank Russell Company gives our clients access to an asset management system similar to that used by some of the world's largest investors. One of the world's leading investment management and consulting firms, Russell advises on assets of more that $1 trillion for 200 consulting clients worldwide such as J.C. Penney and AT&T. Russell pioneered the "manager of managers" approach, and its multi-style, multi-manager funds provide an excellent way to implement a comprehensive diversification program for your total portfolio. In addition, our own in-house experts at Halbert, Hargrove/Russelll, LLC have experience with a wide range of the industry's top providers. We work with each client to customize an investment portfolio tailored to the specific situation, using Russell funds, products and services from our list of carefully selected providers, or a combination of the two.