We will work with you and/or your consultant to create a plan with the right mix of strategies for your unique workforce and goals.
We help you motivate and engage participants to drive your plan’s success.
We regularly publish attribution and positioning commentary that you can download and share with your committee.
We provide an annual plan performance review and reevaluation of your strategy lineup.
Using a multi-manager approach, which we call the Capital System℠, we bring together diverse investment perspectives into a single portfolio with the objectives of delivering strong long-term results for clients.
We have experience working with clients from a wide range of industries, such as global manufacturing, health care, airlines, tech and nonprofits. We have the proven experience to support your unique needs.
Helping you plan better outcomes is at the heart of everything we do, from research to relationships.
YEARS AT CAPITAL
14 years
SPECIALTY
Defined contribution plans
An avid runner and golfer, Jason enjoys working closely with clients and prospects to understand what drives their organization's investment objectives.
Learn more about our investment professionals and your institutional support team.
Data as of December 31, 2020.
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.
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American Funds Distributors, 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.