Protecting and prudently growing your wealth
Capital Group Private Client Services was founded back in 1974. We began as a family office for The Capital Group Companies, one of the largest and most successful investment management organizations in the world.
We have since expanded into a full-service private client group, managing some $18 billion in equity and fixed-income assets for a select group of high-net-worth individuals, trusts, foundations and endowments nationwide.
Though we are a boutique firm, catering to a very small and exclusive group of clients, we are able to tap into in-depth, world-class research and portfolio management expertise around the globe.
Central to our mission is providing highly personalized service while leveraging the considerable resources and talents of investment professionals throughout the Capital Group Companies organization.
Clients also benefit from the expertise of our Wealth Advisory Group, which works with our team of highly experienced Investment Counselors to develop customized investment plans tailored to each client’s specific needs.
We have a long, proven track record and pride ourselves on exceeding client expectations.
Our interests are always aligned with yours, because protecting and growing your wealth is our only mission.
Capital Group Private Client Services has eight offices across the country, but we serve clients from around the world.
We also provide a range of trust services, enabling us to extend your wishes and values across multiple generations.