How we can help you with high net worth clients

Do you have a client or prospect who may benefit from partnering with us today?

Your Capital Group representative will reach out with details on how we can help expand your high net worth relationships.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

 

It is important for Financial Advisors to remember that (i) all planning services must be completed in accordance with your firm's internal policies and procedures; (ii) you may only used approved tools, software and forms in the performance of planning services, (iii) only Financial Advisors who are properly licensed may engage in financial planning.

 

Capital Group Private Client Services does not provide legal or tax advice. For estate planning or taxation matters, investors should consult with a legal and/or tax advisor regarding their individual circumstances.

 

This material is designed to provide general information about ideas and strategies. It is for discussion purposes only since the availability and effectiveness of any strategy are dependent upon your client's individual facts and circumstances. Clients should always consult with their independent attorney and/or tax advisor before implementing any financial, tax, or planning strategy.


Capital Group and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors. Investments in private credit and alternative strategies involve elevated risks, including limited liquidity, potential loss of capital, and exposure to lower-rated or unrated securities. These strategies may also include structured products and derivatives, which carry additional market, credit, and valuation risks. Interest rate changes, inflation, and foreign investments may further impact performance. These investments are not guaranteed and may not be suitable for all investors. This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors. Investors should consult with their financial professional when considering such strategies for their portfolios.

 

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. The thoughts expressed herein are based upon sources believed to be reliable and are subject to change at any time. There is no guarantee that any projection, forecast or opinion will be realized.
 

Past results are no guarantee of future results. The information provided herein is for informational purposes only and does not take into account your particular investment objectives, financial situation or needs. You should discuss your individual circumstances with a Private Wealth Advisor. Any reproduction, modification, distribution, transmission or republication of the content, in part or in full, is prohibited.
 

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
 

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.

 

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. 

 

The Capital Group companies manage 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. Not all of the analysts and portfolio managers featured are involved in the management of Capital Group Private Client Services portfolios.