Search
× Search

Insights

We are committed to keeping you up to date with latest news and valuable resource.

 
 
Capital Group | American Funds Webinar - Seperately Managed Accounts (SMA) 101
Linda Pix

Capital Group | American Funds Webinar - Seperately Managed Accounts (SMA) 101

RIA Insider: Get an inside edge into the RIA Marketplace

You’re invited

SMA’s: Attracting High Net Worth Clients – Now More Accessible Than Ever 

“Experience the Benefits of Separately Managed Accounts”

SMA strategies allow you to deliver a customized solution to high net worth clients and prospects who seek a transparent and customizable approach to portfolio management. We’ll look at how SMA’s can provide key benefits for clients seeking focused strategies that are both tax efficient and downside resilient.  We’ll review where and how to access our SMA suite with lower account minimums.

AGENDA

Why SMA’s? How Vehicle Flexibility Can Help Add New Clients, SMA Positioning in HNW Market, Tax Efficiency Including Sell/Hold Analysis

Why Capital Group? More Than 85 Years of Experience, Our Investment Process and Customization

How? Single vs. Dual Contract, Client Onboarding, Broad Platform Availability, and Lower Account Minimums

DATE/TIME    Tuesday, June 16th, 2020
2:00 PM – 2:30 PM EDT
REGISTER HERE

Wednesday, June 17th, 2020
2:00 PM – 2:30 PM EDT
REGISTER HERE

PRESENTERS

Ryan Gundrum is an SMA relationship specialist at Capital Group, home of American Funds. He has 10 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Ryan worked as a vice president and investment product specialist at J.P. Morgan Securities where he provided portfolio and investment manager consulting to financial advisors. Before that, he was a registered associate at Morgan Stanley Wealth Management. He holds a bachelor's degree in economics from the University of Maryland. He also holds the Chartered Financial Analyst® designation. Ryan is based in New York.

James Robelotto is a Senior Product Specialist supporting the Separately Managed Accounts business at Capital Group. Over the last six years, he has held various positions at the firm including working with the Investment Groups trading & compliance department to supporting the High Net Worth and SMA businesses through model creation, portfolio management, and sponsor onboarding. He holds a bachelor’s degree in Finance and Investments from California State University, Long Beach. James is based in Los Angeles.

For financial professionals only. Not for use with the public.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

© 2020 Capital Group. All rights reserved.

Print
242

Theme picker

75 Malaga Cove Plaza, Suite 5
Palos Verdes Estates, CA 90274

Investment Advisory Services are offered through Integrated Advisors Network, LLC.
Terms Of UsePrivacy StatementCopyright 2020 by Integrated Advisors Network, LLC.
Back To Top