Redefining What It Means to Be an Investor.

At CG AMERICAN FUNDS, every member is more than a retail investor.

You gain access to Wall Street–level research, strategic guidance, and a private intelligence network.

Within a secure and high-performing ecosystem, manage and grow your wealth seamlessly across platforms.

Joining CG AMERICAN FUNDS means stepping into the future of investing.

Our Services

Clear, approachable descriptions of each core service category.

Personalized Investment Advisory

Receive one-on-one guidance from hundreds of analysts from Goldman Sachs, Fidelity, and others, offering customized investment portfolio and asset allocation strategies.

Institutional Research Access

Direct access to Wall Street insights, Bloomberg data, and FinTech AI Lab’s intelligence network.

Intelligent Asset Management

Consolidate your Fidelity, Robinhood, and other accounts — powered by AI-driven rebalancing and risk management.

Private Investor Network

A closed community of global high-net-worth investors with exclusive roundtables and partnership opportunities.

Partners

CG AMERICAN FUNDS is built in collaboration with top-tier financial institutions, research labs,and registered advisory firms — delivering true institutional-grade access to our members.

The Core Team

A Team of Wall Street Strategists, FinTech Innovators, and Investment Leaders

Greg Miliotes

Founding Partner

Head of Research at Capital Group Investments with 20 years of U.S. market experience.

Daniel Kim

Chief Technology Partner

Lead Scientist at FinTech AI Lab, PhD in Financial Engineering from MIT.

Vlad Tenev

Director of Strategic Partnerships

Chairman & Chief Executive Officer at Robinhood .

Join Us

Invitation-Only Access

A Private Gateway for Qualified Investors

Primary Investment Platform (Fidelity / Robinhood / Other):

© 2025 CAPITAL GROUP|AMERICAN FUNDS

Partnered with Fidelity · Robinhood · FinTech AI Lab