Portfolios to reflect the many sides of your clients. 

Can I build a portfolio that complements the many sides of my client? With a portfolio consultation from Capital Group, I can.

Can I build a portfolio that complements the many sides of my client? With a portfolio consultation from Capital Group, I can.

Personal consultation

Speak with one of our portfolio specialists to help you address your clients’ specific investment needs and goals.

Portfolio analysis

Personalized suggestions on how to refine your investment approach to help clients achieve their varied goals.

Ongoing engagement

Access to our latest research and insights to keep you informed, along with further consultation for your clients’ portfolio needs.

Schedule a consultation

This service is for registered financial professionals only.

To find your CRD# go to adviserinfo.sec.gov.

*REQUIRED

You can also explore our American Funds® Model Portfolios, designed to help you address your clients’ needs.


Portfolio Construction Insights

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.

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.

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.