Director of Capital Group’s High Net Worth Business
Director, RIA Distribution, Capital Group
Capital Group built a digital experience uniquely designed for registered investment advisors. Here you’ll find a variety of content to help you serve your clients better, and also share ways to elevate the effectiveness of your practice. Eric Grey, RIA distribution director, and Michael Schweitzer, director of Capital Group’s high net worth business, talk about the website and how you can benefit from it.
Eric Grey: You chose independence as an RIA because you wanted a different type of relationship with your clients. I’m Eric Grey, and I lead the RIA distribution effort here at Capital Group. We are dedicated to helping you reach those goals of objectivity and long-term investment in client success.
Michael Schweitzer: I’m Michael Schweitzer, responsible for high net worth at Capital Group. We’d like to introduce you to digital tools and content we’ve built specifically for RIA use. These tools were created from the ground up with insight generated from serving the RIA community for decades.
Eric Grey: Access to expert insights on the latest market events and investment developments has been a persistent request of our RIA community. On this site, you’ll find regularly updated analysis from investment professionals that goes beyond the headlines to help you understand trends that could influence portfolios. Insights you find here can enhance your investment decisions and help position clients ahead of long-term market trends. Regularly updated charts and data from our investment professionals can also help you illustrate for clients what recent market events mean for them and their portfolios.
Michael Schweitzer: You told [us] you’re looking for more data and information on our investment vehicles. The “investment solutions” portion of the site allows you to perform due diligence on our equity, fixed income and multi-asset investment strategies.
We’ve also included investment data to allow you to seamlessly integrate Capital Group’s mandates into your portfolio construction models.
Eric Grey: Our experience helping RIA firms successfully serve their clients is now available to you anytime and anywhere. And if you’d like to interact more directly with us, the “connect with us” section of the site will quickly get you to the right person at Capital. Thank you for visiting the site. We look forward to working with you.
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.
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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 should not be considered advice, an endorsement or a recommendation.