Portfolio customization as unique as your fingerprint

Every portfolio within Capital Group Private Client Services is custom-built to suit the specific needs of each client. We offer an array of equity and fixed-income services, including separately managed accounts, mutual funds and other investment vehicles.

In addition to having our own dedicated portfolio management team, we have access to investment services throughout The Capital Group Companies organization. After a thorough review and analysis, your personal Investment Counselor will help determine the appropriate mix of investments for you.

Our comprehensive process takes into consideration your objectives, risk tolerance, cash flow needs, special constraints and tax situation, among other factors. We then rebalance your portfolio in line with both the market and your changing needs.

Here are some of the benefits of our unique and proven portfolio management process:

Customized risk management

Portfolios are constructed with the appropriate balance of stocks (for long-term growth) and bonds (for income and reduced volatility), according to your individual situation and time horizon.

Style diversity

Our Multiple Portfolio Manager System ensures that portfolios have an appropriate blend of several different investment styles, taking full advantage of market cycles.

Real-time asset allocation

Stocks are selected using a bottom-up process that looks for companies with the most favorable long-term fundamentals, without regard to geography or the near-term market outlook.

Alignment of interests

Asset management is our only business. Protecting and prudently growing your wealth is our sole mission. If you do well, we do well.

Transparency of holdings and results

We provide regular reporting of all holdings and results, including access to account information 24 hours a day on our password-protected client website.

Liquidity

All assets in Capital Group Private Client Services equity and fixed-income portfolios are fully liquid.

Proven after-tax results

When it comes to investing, it’s not just what you make—it’s what you keep after taxes that counts. We are one of the only firms in the nation to publish after-tax results using the strictest rules related to performance measurement. (To learn more, click here to watch a video of our portfolio managers discussing our tax-intelligent techniques.)


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The Capital Strategy Research team at work in client portfolios

Learn how our robust team of economists and policy experts helps portfolio managers make more-informed investment decisions.