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An understanding of wealthand a wealth of understanding.

At Capital Research, we develop and follow rule-based investment models designed to direct us toward opportunities in the markets.

These rules are intended to increase the odds of buying low and selling high. We always follow our rules—even when our emotions might tell us otherwise. Why? Humans aren’t perfect and tend to function better with rules.

Our Focus

Financial PlanningClient CareEstate PlanningInvestment Management

Financial planning is the discipline of taking a
comprehensive look at your financial situation
and building you a specific financial plan
so you can reach your goals.

Our outlook on client care is that
unless it is illegal, unethical or immoral
we want to do everything we can
to accomplish it for you.

Estate planning is the discipline of anticipating
and arranging, during a person's life
for the management and disposal of that person's estate
during that person's life in the event that the
person becomes incapacitated and after death.

Investment management is the professional
asset management of various securities,
including shareholdings, bonds, and other assets,
such as real estate, to meet specified investment goals
for the benefit of investors.

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Why Choose Capital Research?

At Capital Research Advisors we use different combinations of models in each client portfolio in order to create a tailored fit. As goals evolve so does our approach to each model. We are constantly refining out models and we always use a multi-model strategy— it’s just how we manage money.

At Capital Research Advisors, you’re more than a client.

We follow the Golden Rule—we treat you how we’d want to be treated ourselves.

  • All fees are fully disclosed to you.

  • We operate in a fiduciary, fee-focused relationship.

  • We succeed when you do.