Capital Research & Consulting LLC

Capital Research + Consulting LLC, established in 1991 and based in Pasadena, CA, specializes in providing personalized investment advisory services primarily to pension and profit-sharing plans under ERISA and non-ERISA plans. The firm focuses on mutual fund selection aligned with client investment objectives, emphasizing bonds, equities, and money market funds. As a fee-only firm, they do not sell commissioned products and act as a fiduciary, prioritizing clients' best interests. The firm, led by principal owner John P Odell, offers tailored relationships based on individual client needs, with no minimum asset requirement. Investment strategies include strategic asset allocation using a core and satellite approach, with a focus on global diversification. Clients have the option for discretionary account management, with quarterly investment analysis reports provided. Fees are based on a percentage of assets under management or a negotiated flat fee, with billing done quarterly. The firm does not engage in performance-based fees or receive compensation from product sales firms. Clients' assets are held by qualified custodians, with account statements provided quarterly. Capital Research + Consulting LLC maintains a Business Continuity Plan and Information Security Program to safeguard client information. John P Odell, with a BBA in Finance and various licenses, has a clean disciplinary record and is actively engaged in related investment businesses.