Wealth Management
Wealth Management Icon

Wealth Management

As you increase your net worth, the more complex your financial management may become. Capital Guardian offers specialized services that can address an array of situations.

Cash Management

  • Direct Deposit
  • Margin
  • Check writing
  • Debit/ATM card
  • Online bill payment
  • Automatic funds transfer
  • Rewards program
  • 24 hour account support
Asset Management
  • Independent manager search and selection
  • Asset Allocation
  • Fixed Income Trading
  • Independent research
  • Separately managed accounts (SMAs)
  • Unified managed accounts (UMAs)
  • Mutual fund & ETF wrap fee accounts
  • Advisor directed wrap fee accounts
  • Performance monitoring and reporting
  • Data aggregation software
Planning and Advisory Services
  • Comprehensive Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Trust Services
  • Charitable Giving
  • Corporate Executive Services