WORKING WITH US

We provide strategies and services to help meet your long-term goals

SUPPORT AT EVERY STEP

Whether you're a plan sponsor or a consultant, we are here to help you with all your retirement planning needs.

PLAN DESIGN

Create the plan that works for you

We will work with you and/or your consultant to create a plan with the right mix of strategies for your unique workforce and goals.

PLAN MANAGEMENT

Inspire active participation

We help you motivate and engage participants to drive your plan’s success.

DUE DILIGENCE

Track plan performance

We regularly publish attribution and positioning commentary that you can download and share with your committee.

ANNUAL REVIEWS

Fulfill fiduciary responsibilities

We provide an annual plan performance review and reevaluation of your strategy lineup.  

Your team

Time-tested approach

Using a multi-manager approach, which we call the Capital System℠, we bring together diverse investment perspectives into a single portfolio with the objectives of delivering strong long-term results for clients.

Breadth of experience

We have experience working with clients from a wide range of industries, such as global manufacturing, health care, airlines, tech and nonprofits. We have the proven experience to support your unique needs.

Genuine partnership

Helping you plan better outcomes is at the heart of everything we do, from research to relationships.

Team member spotlight

Jason Weybrecht

Institutional Sales Manager

YEARS AT CAPITAL

14 years

SPECIALTY

Defined contribution plans

An avid runner and golfer, Jason enjoys working closely with clients and prospects to understand what drives their organization's investment objectives.

Learn more about our investment professionals and your institutional support team.

Learn more

Data as of December 31, 2020.

More questions? Reach out.

CONTACT US
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.
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.
Use of this website is intended for U.S. residents only.
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.