Helping to meet the unique

challenges of your organization.

Capital Group provides investment strategies that can help nonprofit organizations such as public and private endowments, foundations and other charitable groups pursue their missions.

Building customized strategies using an asset allocation framework to meet narrowly defined mandates

Balancing the challenges of capital appreciation,  preservation and the efficient distribution of assets

Managing broad, globally minded strategies with tailored risk, return and income objectives


Curtis A. Baker Relationship Manager

Curtis A. Baker

Relationship Manager

C. Jeff Cook, Relationship Manager

C. Jeff Cook 

Relationship Manager 

John Dwyer, Relationship Manager

John Dwyer

Relationship Manager 

Charles A. King, Relationship Manager

Charles A. King

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 mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional, and should be read carefully before investing. Similar information about collective investment trusts can be obtained from Capital Group or participants' plan provider or employer.

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.