See how our SMA strategies have measured against their benchmark indexes.
*Chart is for illustrative purposes only and does not reflect an individual strategy.
We build our SMA strategies on specific investment focuses that enable financial professionals to offer customized solutions to their individual clients who seek a transparent approach to portfolio management.‡
†Source: 2018 U.S. Trust Insights on Wealth and Worth.®
‡ Capital Group separately managed accounts (SMAs) are offered through select investment firms. Availability of SMAs will vary depending on firm.