Wealth is merely an instrument to help you live life on your own terms.
It’s amazing how many so-called wealth management firms spend most of their time talking about investment products. Certainly, the protection and growth of your assets are essential to the planning process, and we have access to some of the best investment resources in the world.
But we recognize that assets are simply a tool for realizing your most important goals.
That’s why we begin the planning process, not by talking about products, but by understanding what you hope to accomplish with your life — both financially and otherwise. Then we work with you and your advisors to establish a plan designed to get you there and make sure the wealth you have built allows you to achieve your dreams, both now and in the future.
Setting a Vision
Before starting your journey, it’s essential to know where you want to go.
That’s why we developed our Goals-Based Portfolio Solutions process, or GPS for short. Your Investment Counselor will work with you to define exactly what you hope to accomplish. Then, if necessary, you can make appropriate choices and trade-offs before we set your asset allocation.
GPS is built on extensive academic research and is modeled on the same basic framework used by large pension plans around the world. It not only gets you thinking about what you want your wealth to do for you, it is designed to ensure there are sufficient resources to fund all of your goals.
Crafting Your Plan
Our state-of-the-art wealth management process covers all the bases.
The associates in our Wealth Advisory Group will work directly with you, your Investment Counselor and your outside advisors to prepare a comprehensive plan tailored to your specific needs. Our team has experience in accounting, estate planning, private equity, business transition and many other fields who can be called in as needed.
We employ a multifaceted approach that begins with a thorough analysis of your current situation. After working through any issues and answering all your questions, we’ll put together an appropriate recommendation, including a portfolio strategy for ongoing management of your assets.
Importantly, your Investment Counselor will meet with you regularly to review your progress and suggest any necessary course corrections. And, of course, our wealth planning team is always ready to help when any issues or questions come along.
Living Your Dreams
Do you know what you want your wealth to do for you?
It’s a simple question, but one we find people rarely ask — especially those who have built considerable assets.
This is the first thing we ask clients because our goal is to ensure that their assets are always working for them. Sometimes that means planning for short-term needs. In other cases it means building a legacy for the future.
This philosophy is a key part of our DNA: we were founded as a family office for Capital Group senior executives and their families. They wanted to make certain their wealth was structured to achieve their financial objectives while establishing a plan for taking care of their family members and favorite charities down the line.
Though we are an exclusive wealth management boutique and purposely maintain a small number of clients in order to provide the highest level of service, we are able to tap into Capital Group’s in-depth, world-class research and experience from around the globe to help you achieve your financial dreams.
Staying on Track
Regular meetings are just the start of our commitment to making certain you are heading in the right direction.
You’ll have a number of tools at your disposal to monitor your progress, including regular statements and round-the-clock online access to your account.
We’ll also provide you with frequent research and insights from our investment and wealth planning experts, along with a complimentary subscription to Quarterly Insights, our in-house client magazine.
In addition, you’ll be invited to exclusive client-only events providing personal access to members of your investment team, not to mention best-selling authors and other thought leaders.
Communication, education and full transparency have long been hallmarks of our firm, and are some of the ways we help to continually improve your financial life.