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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.

Jeff Malbasa

CFA®

 

Board Director 

 

Senior Vice President, Division Manager, RIAs and Bank Trust, Capital Group

 

Jeff Malbasa is a division manager at Capital Group, home of American Funds. He has 23 years of industry experience and has been with Capital Group for nine years. Earlier in his career at Capital, he was a relationship manager. Prior to joining Capital, Jeff was a partner & head of the Cleveland office at HPM Partners. Before that, he was president & chief investment officer at Spero-Smith Investment Advisers, Inc. He holds an MBA from Case Western Reserve University and a bachelor’s degree in economics as well as a bachelor’s degree in history, both from Tufts University. He also holds the Chartered Financial Analyst® designation. Jeff is based in Cleveland, Ohio.

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