AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Overview

American Century Investments Private Client Group, Inc. is a corporate-structured advisory group focused on delivering fee-based wealth management and financial planning to individuals, families and institutional clients. The firm’s business model centers on portfolio management and financial planning, supplemented by regular publications and client education through seminars and workshops. Fee compensation is charged as a percentage of assets under management, and the adviser maintains discretionary management as its dominant operating mode. Investment activity is concentrated in pooled public investment vehicles: mutual funds and other public funds form the backbone of the firm’s asset mix. The firm is not positioned as an ESG-focused investor and does not identify as a capital allocator; instead it relies on third-party fund managers and its own suite of public fund products to construct client portfolios. Industry ties include relationships with broker-dealers and other investment advisers and roles as sponsor or manager in pooled investment vehicles, which supports use of both retail and institutional fund wrappers in client solutions.

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