Comprehensive investment and wealth planning services
In today’s ever-changing financial environment, you need a firm with robust capabilities and extensive expertise.
At Capital Group Private Client Services, we have invested considerable resources in building a platform able to expertly meet the needs of our clients. In addition to offering first class investment management services, we provide advice on an array of financial, estate and philanthropic issues.
Here are just some of the reasons clients choose to work with us:
- We are a boutique firm with access to what is arguably one of the most extensive global proprietary research efforts in the business
- Protecting and prudently growing your assets is our sole focus
- We offer both investment and trust services, allowing us to protect the financial interests of your family over multiple generations
- We have a long history of delivering excellent service and always doing what’s right for our clients
- Portfolios contain the best ideas of several different managers, meaning you have representation to a multitude of styles and areas of expertise
- Our real-time asset allocation process allows you to hold what we view to be the most attractive investments regardless of geography or market capitalization
- We manage for tax efficiency and publish after-tax results in accordance with strict accounting measures
- We are part of a privately held organization with nearly eight decades of experience
