A MODEL PORTFOLIO FOR EVERY INVESTOR

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Mar 6, 2018
PREMIERPASSPORT

Advertising and Business and 2 other

Owner

CAPITAL CLIENT GROUP, INC.

Aug 29, 2017
AMERICAN FUNDS PREMIERPASSPORT

Advertising and Business and 2 other

Owner

CAPITAL CLIENT GROUP, INC.

Sep 12, 2017
AMERICAN FUNDS EMERGING MARKETS BOND FUND

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Jun 13, 2017
AMERICAN FUNDS CORPORATE BOND FUND

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Jun 13, 2017
AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Sep 20, 2016
AMERICAN FUNDS COLLEGE 2033 FUND

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Aug 16, 2016
AMERICAN FUNDS COLLEGE ENROLLMENT FUND

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Aug 12, 2014
FUNDAMENTAL INVESTORS

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Jun 18, 2013
AMERICAN FUNDS INFLATION LINKED BOND FUND

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

May 5, 2015
AMERICAN FUNDS COLLEGE 2030 FUND

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Dec 3, 2013
AMERICAN FUNDS COLLEGE 2027 FUND

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Dec 3, 2013
AMERICAN FUNDS COLLEGE 2024 FUND

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Dec 3, 2013
AMERICAN FUNDS COLLEGE TARGET DATE SERIES

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Dec 3, 2013
TIME-BASED PORTFOLIO PLANNER

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Aug 14, 2012
PORTFOLIO ANALYZER

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Aug 14, 2012
TIME-BASED PORTFOLIO PLANNER

Computer and Scientific

Owner

CAPITAL CLIENT GROUP, INC.

Aug 14, 2012
OBJECTIVE-BASED PORTFOLIO PLANNER

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Aug 14, 2012
PORTFOLIO ANALYZER

Computer and Scientific

Owner

CAPITAL CLIENT GROUP, INC.

Aug 14, 2012
OBJECTIVE-BASED PORTFOLIO PLANNER

Computer and Scientific

Owner

CAPITAL CLIENT GROUP, INC.

Aug 14, 2012
AMERICAN FUNDS FUNDAMENTAL INVESTORS

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Jan 17, 2012
AMERICAN FUNDS MORTGAGE FUND

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Jan 17, 2012
AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Apr 10, 2012
AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND

Insurance and Financial

Owner

CAPITAL CLIENT GROUP, INC.

Mar 22, 2011