Everything we do begins with you
Once you begin a relationship with our firm, you will be teamed with your own personal Investment Counselor. He or she will work closely with you to understand your unique financial situation and will create a plan to help you achieve your goals.
Each Investment Counselor has a limited number of client relationships. This allows us to provide highly individualized and customized service.
Your Investment Counselor has full access to all of the resources and investment services offered by The Capital Group Companies organization, including many that are only available to our clients.
We believe this provides the best of both worlds. While you can rest assured that your assets are being managed by some of the leading global portfolio managers in the industry, you also have a direct connection to your own trusted and confidential advisor.
Your Investment Counselor is committed to spending all the time necessary to assist you and your family. We take our fiduciary responsibility very seriously and will work closely with your other key advisors —attorneys, accountants, financial consultants, custodians or other family members—to address the complex issues inherent in carrying out a comprehensive wealth management plan.
Planning is an essential part of our integrated approach. In order to achieve the best result for you, we start by fully understanding your:
- Current financial and investment situation
- Future goals and income requirements
- Tax profile
- Business and succession objectives
- Trust and estate plans
- Philanthropic ambitions
- Single-stock exposure
- Educational funding needs
- Wealth transfer plans
These are all essential building blocks that, taken together, form the foundation of a financial plan designed to endure for decades to come.