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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Separately managed accounts

Focused strategies for customizable solutions

Capital Group’s separately managed accounts (SMAs) are rooted in over 90 years of investment experience and more than 45 years managing separate accounts for high net worth and institutional clients. Backed by deep, fundamental research, our strategies are designed to pursue superior outcomes for long-term investors.

Investment strategies

Customizable, transparent solutions designed for a range of investment objectives*

The power to deliver more personal solutions

Explore how SMA strategies and services from Capital Group can help meet your clients’ individual needs

Key advantages

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.

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. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc., member FINRA.

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.