Custom models at Capital Group

  1. How we can help
  2. Our approach
  3. Ongoing support
  4. An experienced team

Custom models built to scale your practice and elevate client outcomes

Partner with Capital Group to deliver tailored custom portfolios backed by institutional insights, an objective-based investment approach and ongoing support — so you can focus on what matters most: your clients.

How we can help

Whether you're looking to scale, differentiate or deepen client relationships, our custom models are built around your needs.

Scale your practice

Streamline portfolio construction with institutional-quality models — freeing up your time to focus on growth.

Differentiate your offering

Deliver tailored portfolios aligned to your investment philosophy and client needs.

Seek better client outcomes

Align portfolios to real-world client goals like growth, income and capital preservation.

Reflect your preferences

Incorporate your preferred portfolio ingredients and preferences for choice of vehicle and third-party providers, weighted-average expense ratio targets, active/passive allocation, strategy focus and flexibility.

Our approach

Objective-based investing, built for real-world outcomes


Rather than simply striving to outperform an index, our models focus on real-world investor goals such as growth, income and capital preservation — helping advisors pursue better client outcomes across market environments.

An example of our objective-based framework

This chart illustrates the connection between investor goals and investment objectives. The top consists of four columns: Growth, meaning long-term growth of capital; growth and income, meaning long-term growth of capital and income; income, meaning current income, long-term growth of capital and conservation of capital; and income and preservation, meaning current income and capital preservation. Beneath the columns are three arrows: one for the goal of "build wealth," another for the goal of "spend wealth," and another for the goal of "conserve wealth." The build wealth arrow extends across all objectives. The spend wealth arrow spans across the growth and income, income and income and preservation objectives. And the conserve wealth arrow spans across the income and income and preservation objectives.

A disciplined, end-to-end portfolio construction framework


With Capital Group, you gain a collaborative approach to custom portfolio design — aligned with your goals and client needs.

Ongoing support

A partnership that extends beyond model delivery

 

We provide ongoing support to help you implement, communicate and evolve your models:

  • Sales enablement materials
    Equip your team with tools to position and present models effectively
  • Portfolio reviews and insights
    Stay informed with regular updates and performance discussions
  • Dedicated support
    Work with a team of specialists to support your business
  • Access to Capital Ideas Pro®
    Tap into timely market insights and thought leadership

An experienced team

A seasoned investment team supporting your success


Our custom models team includes seasoned portfolio specialists and investment professionals with deep experience in asset allocation and portfolio construction. This team-based approach delivers continuity, depth of insight and rigorous oversight across every solution.

Quote from Steve Fox who is a Solutions Portfolio Manager. Quote reads "We work closely with advisors to apply Capital Group's global scale, experience and objective-based investment approach to build custom models aligned with their needs, always with a focus on helping clients pursue better outcomes."

Learn more about our custom models capabilities

DOWNLOAD BROCHURE

Discover how custom models can work for your practice. Contact your Capital Group sales professional today.*

*Custom Model solutions available for firm directing >$150M AUM to model suite in the initial 12 months.

Data as of March 31, 2026, unless otherwise noted.


Model portfolios are provided to financial intermediaries who may or may not recommend them to clients. The portfolios consist of an allocation of funds for investors to consider and are not intended to be investment recommendations. The portfolios are asset allocations designed for individuals with different time horizons, investment objectives and risk profiles. Allocations may change and may not achieve investment objectives. If a cash allocation is not reflected in a model, the intermediary may choose to add one. Capital Group does not have investment discretion or authority over investment allocations in client accounts. Rebalancing approaches may differ depending on where the account is held.


Investors should talk to their financial professional for information on other investment alternatives that may be available. In making investment decisions, investors should consider their other assets, income and investments. Visit capitalgroup.com for current allocations.


For institutional investors and registered investment advisors only. Not for use with the public.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Model portfolios are subject to the risks associated with the underlying funds in the model portfolio. Investors should carefully consider investment objectives, risks, fees and expenses of the funds in the model portfolio, which are contained in the fund prospectuses.
Investments in mortgage-related securities involve additional risks, such as prepayment risk.
The use of derivatives involves a variety of risks, which may be different from, or greater than, the risks associated with investing in traditional securities, such as stocks and bonds.
Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.
The return of principal for bond portfolios and portfolios with significant underlying bond holdings is not guaranteed. Investments are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.
Income from municipal bonds may be subject to state or local income taxes and/or the federal alternative minimum tax. Certain other income, as well as capital gain distributions, may be taxable. 
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.
Nondiversified funds have the ability to invest a larger percentage of assets in the securities of a smaller number of issuers than a diversified fund. As a result, poor results by a single issuer could adversely affect fund results more than if the fund invested in a larger number of issuers. See the applicable prospectus for details.
Smaller company stocks entail additional risks, and they can fluctuate in price more than larger company stocks.
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.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates.
Model portfolios are provided to financial intermediaries who may or may not recommend them to clients. The portfolios consist of an allocation of funds for investors to consider and are not intended to be investment recommendations. The portfolios are asset allocations designed for individuals with different time horizons, investment objectives, and risk profiles. Allocations may change and may not achieve investment objectives. If a cash allocation is not reflected in a model, the intermediary may choose to add one. Capital Group does not have investment discretion or authority over investment allocations in client accounts. Rebalancing approaches may differ depending on where the account is held. Investors should talk to their financial professional for information on other investment alternatives that may be available. In making investment decisions, investors should consider their other assets, income, and investments. Visit capitalgroup.com for current allocations.
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.