Making portfolios personalSM
Your clients aren't two-dimensional and their portfolios shouldn't be either. Discover how we can work with you to help achieve their goals.
Morningstar weighs in on American Funds Model Portfolios
Several of our model portfolios and Portfolio Series funds recently received analyst ratings from Morningstar.
INVESTMENT SOLUTIONS
Choose investments aligned to real-life objectives
Investments that seek to provide superior long-term results, combined with an objective-based approach, can be the foundation of your clients' portfolios. Here's how we can help.
Mutual Funds
Individual mutual funds aligned to real-life client needs
ETFs
Exchange-traded funds for the core of client portfolios
SMAs
Separately managed accounts for customizable solutions
Models
Model portfolios built with client goals in mind
PORTFOLIO CONSTRUCTION INSIGHTS
Insights you can put to work on behalf of your clients
Change the conversation
PORTFOLIO CONSTRUCTION TRENDS
Focus on client goals
Considering a shift from growth to value? Read our latest portfolio construction insights on why it may be time to rethink the growth-versus-value framework.
- How have growth and value stocks fared in 2022?
- Is it possible to time style and sector rotations?
- How can you focus on client goals through market uncertainty?
Focus on client goals as markets shift
Read our latest portfolio construction insights on trends in the average professionally managed portfolio and navigating market rotations.
Revisit dividend exposure for income goals
Many professionally managed portfolios have limited exposure to dividend payers. Reconsider your income allocations.
Rethink income for client goals
Here’s what our PC team found and why we encourage financial professionals to take a more flexible approach.
CONSULT WITH US
Get a personalized, in-depth portfolio consultation
The Capital Group Portfolio Consulting and Analytics group has offered more than 11,000 customized analyses and reports to help advisors’ clients reach their goals. Add our team to yours.
“This is exactly what I’m looking for ...
a process I can have confidence in, a story I can tell and something I can easily manage.”
— Financial professional, national firm
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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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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.