Before we invest your assets, we invest time
Once you select us as your investment manager, you will be teamed with your own Investment Counselor, who will work closely with you to understand your unique personal and financial goals and then create an investment plan that seeks to help you achieve them. Each of our investment counselors has a limited number of client relationships, so you can expect consistent, high-quality and individualized attention to your needs. At the same time, they have unlimited access to the significant resources of Capital Guardian Trust Company. So while you can feel comfortable knowing your assets are being managed by a leading global investment manager, you also have a trusted and confidential advisor at all times.
Your Investment Counselor is committed to taking whatever time is necessary to assist you, including working with your other key advisors — financial consultants, attorneys, accountants, trust administrators, custodians and other family members — to address the complex issues inherent in a comprehensive wealth management plan.
Investment management services
U.S. equity, non-U.S. equity and global equity portfolios are core, in that they include a broad range of value and growth-oriented stocks of various market capitalizations. Key to our stock selection is a reliance on our fundamental research to find undervalued companies, where the current stock price does not reflect our assessment of the company’s true value.
Municipal and taxable bond investments, a key component of prudent asset allocation, are actively managed and reflect the broader scope of today’s bond market. We carefully consider your individual tax situation and liquidity needs as we create a portfolio tailored specifically for you. Investments are selected through in-depth research, including credit analysis, sector allocation, duration and yield-curve positioning, complemented by extensive political and quantitative economic analysis. Uniquely, our fixed-income analysts often utilize the research of our equity analysts to glean valuable industry and company insights.
Investment planning services
We offer a broad range of investment and fiduciary services for wealthy individuals and their families, nonprofit institutions, private foundations, trusts and beneficiaries.
We would welcome the opportunity to answer your questions about our services, including inquiries about our investment results, management team and fees. We invite you to contact us to request further information or to schedule a confidential meeting with an Investment Counselor.
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Contact us
To speak with an Investment Counselor,
call 866/421-2166 or
e-mail us.
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