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As an Investment Counselor at Capital Group Private Client Services, I work directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. I also help nonprofit foundations and endowments to realize their long-term financial objectives through effective planning and investment management.
Our firm is part of Capital Group, one of the world’s largest investment management organizations. As a result, Capital Group Private Client Services has access to extensive global research and analysis, providing deep insights into markets around the world. We also have a team of experienced wealth advisors, who work with clients to create strategic asset allocation plans uniquely suited for each individual client. In addition, we offer full trust services and closely coordinate with our clients’ outside advisors to help clients achieve their financial goals.