INSIGHTS

5 growth themes for the next five years

WHO WE ARE

Investing for institutions since 1968, we manage more than $2.7 trillion, including $912.3 billion in institutional retirement assets*

Fixed income at Capital Group

A distinctive approach, refined over decades

Our fixed income approach is rooted in deep fundamental research and strong collaboration among our investment professionals. Our goal is to deliver a consistent pattern of returns that can help clients meet their portfolio objectives.

Our clients

CASE STUDY

Retirement readiness analysis for a public plan

We analyzed a plan’s demographics to see which types of workers were on track to meet a retirement income goal – and suggested ideas for plan enhancements.

 

INDUSTRY

County government

 

PLAN TYPE

Defined benefit and defined contribution

Find resources on topics ranging from plan design to participant education

FINRA’s BrokerCheck | Check the background of Capital Client Group, Inc., on FINRA’s BrokerCheck.

*As of June 30, 2024

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
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Capital Client Group, Inc.
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.