Capital Group Is Focused on the RIA Marketplace | American Funds

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Capital Group Is Focused on the RIA Marketplace

We Understand What It Means to Be Truly Independent

You chose independence because you wanted a different type of relationship with your clients. At Capital Group, we share your commitment to independence, objectivity and a long-term perspective. Discover why RIAs consider us a trusted ally. We aim to offer:

  • Superior long-term results across a suite of flexible strategies and vehicles.
  • Flexible fee-based pricing, with some of the lowest fund management fees in the industry.1
  • Professional experience and advice to enhance your business in the Practice Excellence Center.
  • A proven system to deliver high-conviction but diversified investments.
  • Dedicated, highly experienced specialist and service teams. 

Why We Fit Into Your Clients’ Portfolios

Investment Success and Experience

  • Aligned with investor success: Achieving superior, long-term returns is our only goal, so portfolio managers are rewarded for their results, not the level of assets they manage. We base our decisions on a long-term perspective, which we believe aligns our goals with the interests of our clients.
  • Proven system: Our investment process, The Capital SystemSM, is designed to enable individual investment professionals to act on their highest convictions, while limiting the risk associated with isolated decision making.
  • Built to last: As a private firm with an independent charter and robust balance sheet, we are able to invest in improving our capabilities through good markets and bad. Our portfolio managers average 27 years of industry experience, offering a deep bench and a commitment to sustaining our investment process over generations.2

How We Fit Into Your Clients’ Portfolios

Types of Investments

  •  A wide variety of vehicles and investments, including mutual funds, separately managed accounts (SMAs), funds of funds, college savings and retirement plan solutions.
  • Fixed income options, including core, domestic, global, high yield and municipal funds and SMAs.
  • Share classes appropriate for your advisory business model (Classes F-1, F-2, F-3, R-5, R-5E, R-6 and 529-F-1).

Intellectual Capital Available

  • Timely, relevant market commentary and investment insights from our dedicated RIA website and printed materials.
  • Fund attribution reports and access to quarterly investment calls.
  •  Availablity of professional experience and advice on ways to enhance your practice from our digital Practice Excellence Center.

Pricing

We offer:

  • Some of the lowest fund management fees in the industry.1
  • Fee-based share classes, including F-3 shares, which externalize expenses not associated with fund management.
  • Flexible pricing structure and multiple share classes.

Support and Service

  • Dedicated in-person service teams.
  • Dedicated back office support: Our RIA advisor-queue phone number is (800) 421-5450.

 


On average, our management fees were in the lowest quintile 73% of the time, based on the 20-year period ended December 31, 2016, versus comparable Lipper categories, excluding funds of funds.

Portfolio manager experience as of December 31, 2016.


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. 

Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice.