SEPARATELY MANAGED ACCOUNTS
Focused SMAs for customizable solutions
Learn how Capital Group separately managed accounts (SMAs) can help you deliver more for your clients
Investment strategies
Customization, control and tax efficiency are important to many investors. That's why we offer SMAs designed for a diverse range of investment objectives.*
Tax-exempt bond strategies
Considering a muni SMA?
The potential for tax-exempt income. The flexibility to meet tax management needs. Find customizable solutions for your clients from a range of national and state-focused strategies.
Key advantages
Tax efficiency opportunities
- Harvest losses throughout the year
- Transition portfolio holdings strategically
- Facilitate charitable giving and wealth transfer goals
Customizable service experience
- Specialized support and insight
- Detailed portfolio analysis
- Client transition reporting
Backed by a trusted leader
- Institutional strength and scale
- Time-tested investment approach
- Deeply experienced portfolio managers
We're here with the support and solutions you need. Contact your sales representative to learn more about our SMAs.
A trusted partner to help you serve your high net worth clients
At Capital Group, we offer flexible, tax-aware solutions and specialist support to help you meet the complex needs of high net worth (HNW) investors.
But we offer something more: a 90-year history focused on disciplined growth, downside protection and dedicated partnership. That’s a level of experience that can help you build trust with your clients.
Disciplined, long-term approach
A distinctive, risk-sensitive investment process that’s designed to protect wealth and generate growth across multiple market cycles and generations
Deep insight and partnership
Exclusive access to specialists providing perspectives on tax and estate planning and HNW portfolios, together with the reach and resources of a global enterprise
Flexible investment strategies
Tax-aware investment solutions — including a range of focused, customizable SMAs — all backed by deep, fundamental research
*Capital Group separately managed accounts (SMAs) are offered through select investment firms. Availability of SMAs will vary depending on firm.
†New accounts may require more than 4 - 8 weeks to be fully invested.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
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.
This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
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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.