Institutional Clients

RS Investments Institutional Services professionals are available to consult with you. Each member of our team understands the value of an open, ongoing dialogue with our clients. We understand the unique needs of your business and are here to serve you and your clients:
Please call: 800-766-3863, Option 2 or institutional@rsinvestments.com

Asset Consultants, Institutions outside the U.S., Taft Hartley Plans

David Elliott
Principal
415-591-2732
delliott@RSinvestments.com

David Elliott is principal, Institutional Services and serves as head of the team. He is responsible for establishing and maintaining institutional client and consultant relationships. Prior to joining RS Investments in July 1995, David spent 11 years at Fidelity Investments, Fidelity Institutional Retirement Services Company, where he was responsible for pension and 401k relationships. David earned a B.A. from the University of New Hampshire.

Asset Consultants, Corporations

Joe Fague, CFA
Vice President
415-591-2815
jfague@RSinvestments.com

Joe Fague is vice president, Institutional Services and is responsible for establishing and maintaining institutional client and consultant relationships. Prior to joining RS Investments in August 2003, Joe worked with high net worth and institutional clients while with Strong Capital Management and Jurika & Voyles. Joe earned a B.S. from Georgetown University cum laude and is a CFA Charterholder.

Endowments & Foundations, Family Offices

Laura Garner
Principal
917-289-2927
lgarner@RSinvestments.com

Laura joined RS Investments as a Principal in Institutional Services from Grail Partners where she was a Partner and co-headed sales and investor relations for Grail and its investee companies. Laura previously headed marketing at Goldman Sachs Investment Management, Citi Alternative Investments, Merrill Lynch Debt Markets, and Chase Manhattan. Laura has an extensive background in alternative investments, earned her B.A. from the University of Virginia, M.B.A. from the Anderson School at UCLA and holds the Chartered Alternative Investment Analyst designation as well as the Series 7, 63, 24, and 22 securities licenses.

Public Funds

John Masdea
Vice President
415-591-2837
jmasdea@RSinvestments.com

John Masdea is Vice President, Institutional Services and is responsible for institutional public fund sales and client service. Prior to joining RS Investments in January 2005, John worked as Account Supervisor on the marketing and branding efforts of First Union National Bank for five years. John earned a B.S. from the University of Southern California and an M.B.A. from the University of Oxford. John is a CFA Level III candidate.

Retirement Plan Services / 401(k) Plans

Jared Buell, CFA
Vice President
857-350-3292
jbuell@RSinvestments.com

Jared Buell is vice president, Institutional Services and is responsible for 401k and Subadvisory relationships. Prior to joining RS Investments in January 2008, Jared was director of Sub-Advised and Retirement at Phoenix Investment Partners for three years. Previously, he was an investment consultant at MassMutual for five years. Jared earned a B.A. from College of Holy Cross and is a CFA Charterholder.

Advisory Research

Jason Lind, CFA
Investment Director
Investment Research Group
Guardian Investor Services
Distributor of RS Funds
610-807-2636
jason_lind@glic.com

Jason Lind is an investment director and member of the Investment Research Group at Guardian Investor Services. Jason's responsibilities include supporting Advisory Research relationships. Prior to joining the distribution team for RS Funds in January of 2009, Jason was a senior product specialist for The Hartford Mutual Funds and prior to that spent 12 years at Piper Jaffray. Jason earned a B.A. from St. Olaf College, MN and is a CFA charterholder.

Ted Wozniak, CFA
Investment Director
Investment Research Group
Guardian Investor Services
Distributor of RS Funds
610-807-2638
ted_wozniak@glic.com

Ted Wozniak is an investment director and member of the Investment Research Group at Guardian Investor Services. Ted's responsibilities include supporting Advisory Research relationships. Prior to joining the distribution team for RS Funds in January of 2009, Ted was director of the Investment Research Group for The Hartford Mutual Funds. Ted earned a B.S. from King's College, PA and is a CFA charterholder.

Registered Investment Advisors (RIA) & Wealth Managers

You should read the current RS Funds' Prospectus before investing. The RS Funds' Statement of Additional Information (SAI) provides information about the Funds that may not be contained in the Prospectus.

RS Funds are sold by Prospectus only. You should carefully consider the investment objectives, risks, charges, and expenses of the RS Funds before making an investment decision. The prospectus contains this and other important information. Please read it carefully before investing or sending money. To obtain a printed copy, please call 800-766-3863.

If you are an existing shareholder and would like a copy of the prospectus or need to contact RS Investments, call 800-766-3863. If you are interested in learning more about and how to invest with RS, please contact your financial professional.

The information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

RS Funds are distributed by: Guardian Investor Services LLC, 7 Hanover Square, New York, NY 10004.

RS is an independent subsidiary of Guardian Investor Services LLC. Guardian Investor Services LLC (GIS), is a registered broker-dealer, registered investment advisor, and a wholly owned subsidiary of The Guardian Life Insurance Company of America.

Not A Deposit / Not FDIC or NCUA Insured / May Lose Value / No Bank or Credit Union Guarantee

GIS is a member: FINRA and SIPC.

© 2010 RS Investment Management Co. LLC
RS Investments is the marketing name for RS Investment Management Co. LLC and its affiliates.