Award-winning wealth management with a highly personal touch.
In today’s ever-changing world, companies claiming to offer investment and wealth management services abound. Yet finding the right firm — one you can trust implicitly to steer your assets and set you on the right path now and for future generations — has never been more difficult.
You want an organization with access to global research, extensive wealth planning resources, trust capabilities, a total commitment to client service and a long history of delivering consistent results.
In other words, you want a firm like Capital Group Private Client Services.
A Brief Introduction
You’ve worked hard to build your wealth. Our sole mission is to help you grow, protect and enjoy it.
Our firm was founded more than four decades ago as a family office for Capital Group’s senior executives and their families. We have since expanded into a full-service wealth management and trust company, overseeing some $22 billion in assets for a select group of discriminating high-net-worth individuals, trusts, foundations and endowments nationwide.
Though we are an exclusive boutique, and maintain a relatively small number of client relationships, we are able to tap into in-depth, world-class research and portfolio management experience from around the globe.
As we like to say, we’re big where it counts and small where it matters, and it’s one reason we’ve earned such a strong reputation in the industry.
Clients have access to our in-house Wealth Advisory Group, which works with our team of highly experienced Investment Counselors in such areas as:
- Asset allocation
- Retirement planning
- Tax management
- Concentrated stock diversification
- Business transition strategies
- Wealth transfer techniques
Our Rich History
The founder of our organization was driven, hardworking and accomplished - just like our clients.
When Jonathan Bell Lovelace started the Capital Group organization back in 1931, the young broker had already built an impressive track record and emerged from the crash of 1929 virtually unscathed.
Though Lovelace started out small, he and his team grew Capital Group into one of the largest and most respected investment management companies in the business. Today the organization has more than 7,000 associates, offices around the globe and more than $1.3 trillion in assets under management.
Lovelace was a pioneer in the industry and guided Capital Group to become one of the first investment firms to embrace the now widely accepted practice of global investing.
Despite Capital’s incredible growth over the years, people often say they don’t know much about us. That’s largely because the firm prefers to keep its eye on doing what’s best for clients — and we tend to avoid the media spotlight.
As a privately held organization, Capital Group strives to generate superior long-term results, not to become famous. Nevertheless, it’s likely that you are familiar with our affiliate, American Funds, which is one of the nation’s largest mutual fund families. Capital Group is well known on Wall Street and in C-suite boardrooms because of our outstanding reputation.
What’s more, Capital Group is the subject of the noted book Capital: The Story of Long-Term Investment Excellence by Charles D. Ellis and we consistently have been recognized by industry peers for our superior wealth management capabilities.
Typical Client Profile
Accomplished. Influential. Enterprising. Selective.
These are among the traits of the clients we work with every day.
Though we manage wealth for people from all walks of life, they tend to have several things in common: they are highly successful, they have amassed great wealth, they demand complete confidentiality and they appreciate the peace of mind we provide by tending to the important details of their finances so they can focus on what’s important in their lives.
From entrepreneurs and CEOs to celebrities, retired executives and even professional investment managers, we have an impressive list of clients who have entrusted us with preserving their wealth and managing it in a way that allows them to achieve their varied financial goals.
Given our high retention rate and commitment to quality service, it’s no wonder that Barron’s has recognized Capital Group Private Client Services as one of the nation’s top wealth management firms.1 We have also been cited as “Best Wealth Manager over $5 Billion” by Private Asset Management magazine twice in recent years.
Benefits of Our Ownership Structure
Being privately held means we only have to answer to one constituency — our clients.
From day one, Capital Group Private Client Services and its parent organization have been owned primarily by the people who work here every day. Private ownership is a cornerstone of our ability to think long-term when it comes to planning and investing.
Among other things, it allows us to avoid the quarterly earnings pressures that can constrain publicly traded companies and lead to short-term thinking. It also gives us the freedom to put client needs first and make strategic decisions that benefit you rather than outside shareholders.
Capital Group maintains a strong and stable financial foundation. Our financial strength underpins how we manage the organization, allowing us to take the long view on all decisions. That didn’t happen by accident. We strive to ensure the firm is on solid financial ground in both good times and bad.
Such prudence has served us and our clients well, allowing Capital to remain a vibrant, sound organization even during the most challenging periods.