We provide global investment expertise — on a personal scale
Personal Investment Management was founded in 1974 to help preserve and prudently grow assets for employees and retirees of The Capital Group Companies, as well as a select number of external clients. In the three decades since, additional individuals, families and foundations have come to us seeking the same level of experience, investment management expertise and integrity that Capital associates had come to appreciate. Today, we manage more than $15 billion in assets on behalf of clients across the United States.
Personal Investment Management is a division of Capital Guardian Trust Company, a wholly owned subsidiary of The Capital Group Companies, one of the world’s largest and most successful investment management firms, whose roots trace back to 1931.
We let our experience speak for itself
Today, as always, we have one focus: to help our clients achieve their long-term investment objectives. Central to our mission is to provide highly personalized, superior service, while leveraging the global resources, experience and talents of the investment professionals at Capital Guardian Trust Company.
Although we have grown, we remain part of a privately held organization. We don’t advertise, preferring to let our decades of investment results and client-oriented service do the talking for us. Our sole focus on investment management allows us to avoid potential conflicts of interest and means we can concentrate exclusively on making sound investment decisions for our clients.
While we strive to keep a low profile, we maintain very high standards for investment excellence and exceptional service. This is particularly important for wealthy investors who require private, confidential and personalized investment management services.
Our Personal Investment Management offices are located in Los Angeles, San Francisco, Washington D.C., Atlanta, Chicago, New York and Reno. For more information on the services we offer, please feel free to contact us.
Keeping it private: Why this matters to you
Capital Guardian is part of a privately held organization and is committed to remaining that way. Private ownership is a cornerstone of our long-term approach to 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 provides us with the freedom to put your needs first and make important strategic decisions that will benefit you in the future.
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Contact us
To speak with an Investment Counselor,
call 866/421-2166 or
e-mail us.
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