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U.S. Offshore Advisors

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Since 1931, we've helped millions of investors worldwide pursue their real-life goals.

 

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OUR CAPABILITIES

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INVESTMENTS

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Capital Group, home of American Funds®,1 has been focused on seeking better outcomes for investors for nearly 90 years. Helping investors succeed has helped us grow. Today, we’re one of the world’s largest investment management organizations, managing more than US$2.3 trillion.2

We’re pleased to offer a range of Luxembourg-domiciled (LUX) funds to meet the needs of your offshore clients.

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We're here with the support and solutions you need.

Don't hesitate to reach out if you have questions or need assistance.

Southeast & Uruguay
Luis Arocha
Wealth Management Consultant

+1 (305) 202-2913
Luis.Arocha@capgroup.com

Texas & West Coast
Paulino Medina
Wealth Management Consultant

+1 (832) 886-7255
Paulino.Medina@capgroup.com

Northeast, Texas & West Coast
Ben Ehrlich
Relationship Specialist

+1 (212) 641-1707
Ben.Ehrlich@capgroup.com

Northeast
Jameel Jiwani
Wealth Management Consultant

+1 (646) 265-9699
Jameel.Jiwani@capgroup.com

Southeast & Uruguay
Eddie Rascon, CFP®, CIMA®
High Net Worth & U.S. Offshore Portfolio Specialist

+1 (210) 474-2183
Eddie.Rascon@capgroup.com

Looking for portfolio analysis?

A personal consultation with customized and objective suggestions can help you add value to your clients' portfolios. 

To learn more, contact Eddie Rascon.

1 American Funds are not registered for sale outside of the United States.

2 As of December 31, 2020. Source: Capital Group.

The Capital Group companies manage equities through three investment divisions that make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.

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