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Vestmark Announces Strategic Agreement to Broaden Access to Capital Group Model Portfolios
Vestmark, Inc., a leading provider of wealth management software and services, today announced a distribution partnership with Capital Group, one of the world’s largest and most experienced active asset managers. Registered investment advisors (RIAs) will be able to access a flexible and customizable platform of Capital Group model portfolios, available through their preferred custodian.
Capital Group’s suite of ETF, mutual fund and SMA model solutions will now be available with Vestmark’s tax-overlay, implementation and trading services, accessible to independent advisors seeking to scale, enhance efficiency, and personalize their client services.
“We are honored to partner with Capital Group to deliver a deeply customizable and intuitive portfolio model solution that helps advisors address the increasingly complex needs of today’s investors,” said Karl Roessner, CEO of Vestmark.
Pete Thatch, head of the Strategic Relationship Group at Capital Group, stated that, “Vestmark’s technology and services enable advisors to customize portfolios for individual client requirements. This may include integrating Capital Group’s active ETF models, which feature a selection of active ETFs intended for core portfolio positions, as well as mutual funds or SMAs.”
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