Learn More

An understanding of wealthand a wealth of understanding.

Learn More

An understanding of wealthand a wealth of understanding.

Learn More

An understanding of wealthand a wealth of understanding.

Learn More

An understanding of wealthand a wealth of understanding.

Learn More

An understanding of wealthand a wealth of understanding.

Learn More

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.

Learn MoreLearn MoreLearn MoreLearn More

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.