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.
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.