Welcome to the Fredrick E. Russell Investment Management Company.

 

Fredric E. Russell
Investment Management Co.

Utica Place Tower
2200 South Utica Place, Suite 430
Tulsa, Oklahoma 74114

Phone: (918) 743-5959
E-mail: contact@ferimc.com

 

Types of Accounts under Our Management

Charles Schwab & Co., Inc. (NYSE: SCHW) is the custodian of all client accounts, holding all of the cash and securities in clients' account and furnishing monthly reports to our clients of all investment activity (interest earned in money market accounts) and transactions and giving our clients a month end total of all cash and securities. All of the performance numbers come from downloads that we perform each morning, downloads that link the reporting of all transactions that we effect in our clients at Charles Schwab with our Axys portfolio management software. We do these downloads to make sure that our records have up-to-date agreement with the records from Schwab.


Information above provided by the Charles Schwab & Co.