Russell Investments

Head of RIA Distribution - North America

R Cubed Global Capital, LLC

Chief Executive Officer

Anchor Capital Advisors LLC

Vice President

Poplar Forest Capital LLC

Sales Specialist

Gabelli Funds

Regional Sales Representative

Oppenheimer & Co. Inc.

Financial Advisor

Thornburg Investment Management

Regional Sales Manager

Merrill Lynch

Managed Account Specialist

CEO, Partner, and Co-Founder of R Cubed Global Capital, LLC

I’ve been in the business of helping people invest since my junior year in college and never looked back. As a Financial Advisor, a Product Specialist, and Wholesaler, I’ve developed a lot of close industry relationships and friendships. I’ve also learned a thing or two about human nature. My passion now is helping people invest in a manner they sleep well with, in investment products they truly understand, with the confidence to retire on their own terms. At R Cubed, the entire team is focused on providing solutions, not products. I look forward to connecting. 

Custom vs. Stock
I just bought an old Mustang GT today from a dealership in Utah. And yes, I live in Florida. You might ask why I’d pay for shipping when there are plenty of neon green, vanilla ice, mid-life-crisis Mustangs right here at home. Simple: I didn’t buy the car. I bought the platform.
It’s got all the factory options I wanted: the 5.0 engine, the 6-speed manual transmission, and only 11,000 miles. But here’s the thing: I’m not leaving it stock. I’m going to customize it for my 12-year-old-son when he turns 16. I’m adding front and rear spoilers, blacked out wheels, a cold air intake and a BOSS 302 intake manifold. I’ll throw in modern electronics, cameras, and if I get sophisticated…maybe a supercharger. None of these are Ford parts, but together they’ll create something unique. Oh and I'm not mechanical, so I'm going to need someone to build it for me. Something that fits my needs.

That’s how Custom Model Portfolios should work. 
At Russell Investments, we help RIAs design Custom Model Portfolios built on our 40-year foundation of model construction, manager research and delivery technology. 
Custom shouldn’t mean “any color you like as long as its black.” True customization means listening to advisors, understanding their preferences, and using our expertise to help make the components work together.
For many RIAs, building robust in-house investment infrastructure isn’t practical. That’s where we come in. 
Curious how it could work for your firm? Reach out to me at jroche@russellinvestments.com and let’s talk.

John Roche, CFP, CETF

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