The Capital Group

The Capital Group Investment Advisors, Inc. is a registered investment adviser based in Warwick, RI, established in 2001. The firm offers personalized investment advisory services, including financial planning, investment management, and selection of other advisers. The President and CCO, Barry M. Misbin, has been with the firm since 1979 and holds the Registered Financial Consultant (RFC®) designation. The firm charges fees based on a percentage of assets under management, ranging from 20 to 200 basis points. Minimum initial investment requirements vary based on the managed account portfolio chosen. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to grant investment discretion to the firm, allowing for the selection and management of securities without prior approval. The firm does not vote proxies on behalf of clients and does not have custody of client funds. Barry M. Misbin is also a licensed insurance agent and a Registered Representative of Fortune Financial Services, Inc. The firm's Code of Ethics emphasizes putting clients' interests first. Barry M. Misbin has a clean disciplinary record and is responsible for supervising the firm's activities. The firm prioritizes client privacy and security and does not disclose nonpublic personal information to nonaffiliated third parties.