Important information

THIS CONTENT IS INTENDED FOR REGISTERED INVESTMENT ADVISERS AND FOR THEIR USE WITH THEIR CLIENTS ONLY.

 

In order to access content on the Capital Group Financial Professionals website (the “Site”) regarding Capital Group’s (“CG’s”) Separately Managed Accounts, Model Portfolios and investment advisory services (“CG RIA content”), please read the following information and affirm by clicking the accept button that you have read and understand the information provided.

 

To access CG RIA content on the Site, you must attest that you are an investment adviser registered with the U.S. Securities and Exchange Commission or under applicable state law and accept these Terms and Conditions. Some content on the Site may require additional registration for access.

 

CG RIA content is solely intended for registered investment advisers who have agreed to these Terms and Conditions and for their use with their clients. By agreeing to these Terms and Conditions you are affirming that you are an investment adviser registered with the U.S Securities and Exchange Commission or under applicable state law and possess the financial sophistication and resources to understand and analyze the content presented herein. Further, by agreeing to these Terms and Conditions you are affirming your understanding that your use of this content with your clients is at your discretion, and it is your responsibility to ensure they understand the material and it is appropriate for their financial situation. 

 

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

 

Reference to “Capital Group” used herein includes The Capital Group Companies, Inc., and its affiliates.

advisory board Objective perspectives from industry leaders

RIA Advisory Board

Top minds in the industry, here for you.

 

Tap into objective perspectives from leading business practitioners and industry partners who contribute to our Advisory Board.

Arthur Ambarik

CFP®

Chief Executive Officer of Perigon Wealth Management

Eddy Augsten

CAIA, CIMA®

Head of Investments, Concurrent

Stuart Berkley

CFA®

Senior Vice President and Portfolio Manager, Midwest Advisors

Lisa Crafford

Managing Director, Head of Advisory, Constellation Wealth Capital

Nick DeCenso

CFP®

Senior Director of Wealth Management Solutions, CAPTRUST

David DeVoe

Founder and CEO, DeVoe & Company

Heather Robertson Fortner

MS, IACCP®

Chair and Chief Investment Officer, SignatureFD

Jason Gordo

President and Co-Founder, Modern Wealth Management

Cliff Hodge

CFA®

Chief Investment Officer and Partner at Cornerstone Wealth Group

Brian Leitner

CFP®, ChFC®

Managing Director of Wealth Solutions, Mariner Wealth Advisors

Nelly Mubashi

CRPS™

Chief Executive Officer, Chief Compliance Officer, Northwest Asset Management

Joe O'Boyle

CFP®

Founder and Principal at O'Boyle Wealth Management

Capital Group Board Members

Jeff Malbasa

Board Director

Division Manager, Capital Group

Eric Grey

Board Chairman

Head of Financial Conglomerate and RIA Distribution, Capital Group

Antonio Bass

Senior RIA Enterprise Growth Manager, Capital Group

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
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. Use of this website and materials is also subject to approval by your home office.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates.
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.