Expert trust services with a rich investment pedigree
While some trust companies offer investment services as a sideline, investment excellence has long been our primary mission.
The Capital Group Companies is widely recognized as one of the largest and most respected investment management organizations in the world.
Our firm’s global research effort is unparalleled in the industry. Your assets will be managed using an investment process that has stood the test of time.
We craft portfolios around the unique goals of your trust and provide access to the wide array of investment services offered throughout the Capital Group organization, including many that are available exclusively to our clients.
We offer a full range of trust and investment services to help protect and prudently grow your long-term financial assets. These include:
- Services that foster the orderly intergenerational transfer of wealth in accordance with your wishes
- Ongoing management of cash flows, distributions and gifts
- Proactive reporting and “real-time” communications to keep you and your beneficiaries up-to-date on trust assets and transactions
- Complete recordkeeping and tax filing to meet federal and state requirements
