Built to support better portfolio decisions and a stronger practice
Capital Group offers model portfolios, custom solutions and consultation services to help advisors scale, differentiate and navigate evolving client needs.
$3.1T
in AUM including
$623B in Solutions
52
years of history
managing multi-asset portfolios
Among the most recognized for third-party models and asset allocation1
Solutions portfolio managers average 31 years of industry experience
Years of experience as of December 31, 2025. Other data as of March 31, 2026.
Portfolio perspectives
We combine deep research, robust analytics and market insights to deliver thoughtful perspectives that help advisors make informed portfolio decisions.
Solutions
MODEL PORTFOLIOS
Institutional portfolios to scale your practice
Built on rigorous research and oversight, our model portfolios are designed to support better client outcomes — while freeing up your time to focus on deepening client relationships.
We use an objective-based investment approach, aligning portfolios to real-world client goals such as growth, income and capital preservation.
CUSTOM MODELS
Flexible portfolios built around your approach
Our custom models help advisors scale and differentiate their practices. We partner with you to build portfolios that reflect both your clients' needs and your preferences.
The result is a tailored portfolio solution supported by Capital Group's research, experience and objective-based framework.
PORTFOLIO CONSULTATION
Portfolio construction analytics to support better decisions
Our portfolio consulting team works with advisors to analyze portfolios using Capital Group's research, analytics and market insights to help surface potential risks, highlight opportunities, and provide additional perspective on portfolio construction as client needs evolve.
1 Source: Cogent Syndicated. As of December 31, 2025. Advisor Use of Model Portfolios and SMAs: Examining the competitive landscape for third-party model providers and asset managers. 397 registered financial advisors who have an active book of business of at least $5M in assets under management (AUM) across five channels, with an average AUM of $281M and median AUM of $95M, participated in a web survey conducted from September 24 to October 7, 2025. Capital Group was among firms named most often for the following third-party models accolade survey question: Assume you were considering investing client assets in model portfolios. Which firm's third-party models (asset managers) would you be most likely to consider? Capital Group was among firms named most often for the following third-party asset allocation question: Which company or companies are described by this statement: Is a leader in asset allocation? Model provider selected most often question: Which of these third-party model portfolio providers are you currently using? Capital Group compensated Cogent for access to this report and to license its content for use herein.
Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Investing for short periods makes losses more likely.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.