PARTNERSHIPS

We believe in the power of partnerships

PARTNERSHIP AND SUPPORT

We invest in our relationships

Cultivating our relationship with you is a cornerstone of our business

For decades upon decades, we’ve been working alongside you. Meeting with financial professionals in offices from Michigan to Miami, London to Luxembourg and Singapore to Sydney, we work hard to understand your business and help you succeed.

We build our relationships while seeking to keep costs low for investors, thanks to our focus and scale.

We make long-term commitments

As a financial professional, helping your clients achieve investing success is the core function of your job

It takes more than market know-how. It’s about trust, honesty and confident advice.

That’s why we make the commitment to understand your needs, so we can be a trusted partner for the long haul. When the industry changes, we change too. When technology evolves, we evolve with it. When your needs change, we’re there for you, giving you the service and support that are right for your needs. And because we are privately owned, we can keep investing in the people, technology and infrastructure that we believe generate better outcomes for you and your clients.

We understand that it’s about lives, not only livelihoods

We know that to support your clients, you need more than the right funds

Being a financial professional means that sometimes you also have to be a coach, guidance counselor or trusted friend.

That’s why we offer so much more than investment choices. We can help guide your client conversations for important issues like managing emotions, understanding investing and staying in the market. We offer tools and calculators to help you and your clients plan for the future. You can turn to us for our market insights and industry knowledge. And, of course, there is our world-class service center, with representatives who take the time to answer questions, suggest resources and help you with anything you need to support your client-servicing efforts.

We support you in three ways: through distribution and service, industry engagement, and products and innovation. This way, we can make sure we offer holistic support for whatever you need, whenever you need it.

Graphic illustrates how Capital Group supports clients: through product and innovation, distribution and service, and industry engagement and advocacy. Product and innovation encompass business intelligence, strategy and innovation, market research, and product management and development. Industry engagement and advocacy encompass government affairs, legal and regulatory, and public relations. And distribution and service encompass sales, marketing, national accounts, financial professional education, client services and support, and investment resources specialists.

Looking ahead

As the industry grows and changes, we at Capital Group will grow and change with it

In the coming years, we will continue to evolve in the many ways we do business with you, including offering a broader array of products and services curated to suit your needs.

Our beliefs

Your goals power ours

We have four core beliefs central to helping you succeed.

More beliefs

Build a more personal portfolio.

Your clients need portfolios as individual as they are. Our portfolio construction approach lets you customize a mix that works with the individual goals of your clients.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
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Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.