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Our Process

No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future. 

With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

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Our Philosophy

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come.

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WELCOME TO RUSSELL CAPITAL

Your financial stewards

Russell Capital Management serves as the trusted advisor and financial manager for working and retired professionals, multi-generational families, their companies and their charitable foundations. Simply put: our job is to create and preserve wealth. We focus on portfolio growth tempered with a vigilant oversight of downside risk.

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Prospective Clients

Because our success is tied to your success

It's RCM's job to worry about your money, so you don't have to. So, what can a client expect when beginning a relationship? Following our initial planning and investment strategy discussions to establishing a working advisory relationship, our experienced administrative staff will work with you to open all accounts and process any paperwork. Their goal is to do everything they can to make this process as seamless and efficient as possible. We'll keep you up-to-date on the status of your account openings and the movement of any monies or assets. We'll work with you to make sure the profile of your relationship is correct from the start. Learn more ›
Our advisors consult with our clients daily on trust and estate planning. We speak the same language as Estate Attorneys on the more complex as well as simple issues and are able to convey terms and issues to our clients in everyday language. We are able to answer many questions as the starting point for planning your estate and trusts. Many times we act as point person for the various parties involved in the planning and implementation process: attorneys, accountants, trustees and other insurance and investment professionals.Learn more ›
We have a special understanding of families who enjoy a significant net worth. Our extensive experience allows us to be highly responsive, while providing customized solutions in a holistic approach to wealth management. This includes appropriately structuring your investment portfolios while balancing risk in order to comfortably maintain your lifestyle for generations to come. Learn more ›
RCM has longstanding experience in managing institutional accounts for tax-exempt organizations with varying goals and objectives. Whether it's an endowment, private foundation or public charity, RCM manages investment accounts from the creation of the charitable vehicle to the distribution of the accumulated income. We manage donor advised funds, individual and corporate charitable funds, and charitable trusts; and we can also work through local community foundations such as Bluegrass Community Foundation. If there is a philanthropic goal, then we're equipped to manage it. Learn more ›
As we age there are many events that bring change to our lives. These "life events" impact not just our personal and professional lives and priorities, they also can impact our financial objectives. From the birth of a child to the death of a spouse, Russell Capital can help you plan for changing times.Learn more ›
RCM provides investment management services for Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, SIMPLE IRA and Individual 401k retirement plan accounts. These accounts are a tremendous tool for compounding retirement savings, whether or not you are already participating in an employer sponsored retirement plan at work. They're also a fabulous tax savings tool. Learn more ›
RCM offers local investment management services to University 403b and Corporate 401k retirement plan participants. Employees now have an option for professional advice on their retirement accounts and financial advisory needs. This service was not available a few years ago, but with participant requests and industry evolution a modern platform has been created. Learn more ›

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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Have a question? We're ready to help.

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