Consultant Relationships


Working with you to help fulfill client needs

By sharing timely information, performing rigorous data analysis and leveraging our deep resources, our Consultant Relationships team is able to provide invaluable industry insights about the ways our investment strategies align with the guidance we deliver to you and your clients.




We have knowledge of a diverse range of investment solutions.


Learn more about our specific

investment options.

American Funds Target Date Retirement Series®   

Liability-Driven Investing  

International Equity


Explore our investment solutions.


Replays available: Capital Group

quarterly investment reviews


Jan. 21, 2021

EuroPacific Growth Fund

Investment review Call for 4Q


Jan. 21, 2021

The Growth Fund of America

Investment review Call for 4Q
Walt Best Institutional, National Sales Manager

Walt Best
Institutional National Sales Manager

Ainsley Borel,  Relationship Manager

Ainsley Borel
Relationship Manager

Ibrahim Chaudry, Relationship Manager

Ibrahim Chaudry
Relationship Manager

Brian Geiger, Relationship Manager

Brian Geiger
Relationship Manager

Alan Heaton, OCIO Specialist

Alan Heaton
OCIO Specialist

Omar Love, Relationship Manager

Omar Love
Relationship Manager

Andrew Moscardini, Relationship Manager

Andrew Moscardini
Relationship Manager

Thomas W. Rose, Relationship Manager

Thomas W. Rose
Relationship Manager

Cindy Thompson, Relationship Manager

Cindy Thompson
Relationship Manager

Contact Institutional Support.

Resources for institutional accounts or assistance with an Institutional ID are available 8:00 a.m. to 7:00 p.m. ET, Monday through Friday

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.