Important Information

THIS WEBSITE IS INTENDED FOR INSTITUTIONAL INVESTORS who are U.S. residents ONLY; not intended for access or distribution to retail investors.

 

In order to access the Capital Group U.S. Institutional website (the “Site”), please read the following information and affirm by clicking the accept button that you have read and understand the information provided.

 

You must attest that you meet the qualifications of an institutional investor as described herein and accept these Terms and Conditions in order to access the Site. Some content may require additional registration for access.

 

The Site is solely intended for U.S. residents who are institutional investors or are acting on behalf of an institutional investor who has agreed to these Terms and Conditions. Institutional investors include, but are not limited to any person acting on behalf of/any pension fund, financial intermediary, consultant, endowment and foundation, bank, savings and loan association, insurance company, investment company registered under the Investment Company Act of 1940, investment adviser registered with the U.S. Securities and Exchange Commission or under applicable state law, government entity, entity with total assets of at least $50 million, employee benefit or qualified retirement plan with at least 100 participants, defined contribution/benefit plan, and qualified client or purchaser as defined by the U.S. Securities and Exchange Commission. By agreeing to these Terms and Conditions you are affirming your understanding that the Site is not intended for retail investors, individual plan participants or others who may not possess the financial sophistication to independently understand the content nor should it be redistributed to such persons.

 

You understand that the Site does not constitute advice of any nature, including fiduciary investment advice by Capital Group or its associates.

 

The reference to “Capital Group” used herein includes The Capital Group Companies, Inc., and its affiliates.
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On Christmas Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Christmas Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Tuesday, December 24 and will be closed on Wednesday, December 25. On December 24, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)

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.