Capital Group Private Client Services
Capital Group Private Client Services provides investment management and trust services for individuals and families, as well as for nonprofits and private foundations. Since its founding in 1974, Capital Group Private Client Services has cultivated client relationships that span decades, even generations.
A dedicated group of investment counselors draws upon the significant resources of Capital Guardian and other Capital Group companies to create investment plans tailored to meet our clients’ individual objectives. These resources include global research and a unique multiple portfolio manager system.
Capital Group Private Client Services is a division of Capital Guardian Trust Company and has local offices in cities around the country.
Wealth Advisory Resource Contact:
W. Dean Smith
Capital Group Private Client Services
Senior Vice President and Investment Counselor
202.945.6317
dwws@capgroup.com
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