Risevest vs Private Client Services

Rise — Better Investments, Better Returns Rise is a trusted digital wealth manager that helps you invest in global, dollar and naira denominated assets. Whether you are new to investing or already an expert, Rise makes it easy to grow your money, beat inflation, and achieve your financial goals. You have done the hard work of earning your money. Now it is time for your money to return the favor. In just a few minutes, Rise builds you a personalized portfolio designed around your goals and investment profile. The earlier you start, the more your money grows. Invest With Purpose You can save and invest toward specific milestones such as buying your first home, scaling your business, funding retirement, your big day, paying for education, or securing your child’s financial future. You can also simply grow wealth for tomorrow. Whatever your goal, we give you access to investments that truly deliver. How It Works A simple quiz tells us about your financial situation, risk appetite, and how much you would like to invest. We will take it from there, designing, managing, and growing your portfolio so you can focus on living life instead of decoding the markets. Our Asset Classes 1. Stocks Growth Stocks Index Own expertly curated US companies with strong growth potential and resilient earnings. Our portfolios include global leaders like Apple, Tesla, and Google, etc.
 Historical returns of our Rise Index Fund: up to 41% annually. Dividend Income Plan Own a balanced mix of assets built for investors who want steady capital growth with dividend payouts. Our portfolios feature carefully selected companies with proven resilience and growth potential. Average Annual Returns: 14% 2. Real Estate Diversify into high-demand commercial real estate properties. This medium-risk portfolio balances growth with stability.
Annual Returns: 13- 15% per annum 3. Fixed Returns Fixed Income Plan Ideal for those with low-risk level who want to protect and preserve their money in a secure appreciating currency. This plan returns 10% per annum. Dollar Vault Safeguard your capital with the Dollar Vault, a low-risk option built for investors who prioritize stability and consistent monthly dividend payouts. Dollar Vault Plan Perfect for investors who value capital preservation and want guaranteed dividend payouts monthly. This plan pays returns monthly of up to 10% per annum. Naira Vault Earn between 15-22% in annual interest by locking up your Naira for a specified period. Goal-Based Plans Invest towards what truly matters, whether it’s building wealth, starting a business, saving for school, planning a wedding, traveling, buying a home, supporting your kids, or even setting money aside for rent. Why Rise? Better Investments, Better Returns. We do not just help you save. We help you grow wealth. Rise is your digital wealth partner, combining expert human advice with technology to maximize your returns. Build for the Long Term
 Whether you are preparing for retirement or steadily building wealth, Rise automates consistent investing into globally diversified portfolios tailored to your life. Guidance When You Need It
 Our financial advisors are always within reach, ready to answer questions, review your strategy, and keep you confident every step of the way. Unmatched Security With over 700,000 people trusting Rise, your safety is always our highest priority. We are NDPR compliant and protect your money and information with bank-grade encryption, multi-layered security protocols, and strict compliance with global standards. Learn, Grow, Succeed 
Through our MoneyRise blog and newsletter, you will access investing tips, financial education, and inspiring stories from real Rise investors who are achieving their goals. Connect With Rise * Facebook: facebook.com/RisevestGroup * Twitter: twitter.com/risevest * Instagram: instagram.com/rise.vest * YouTube: youtube.com/RiseCapital * LinkedIn: linkedin.com/company/rise-vest

Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app. It’s easier than ever to check balances, review asset allocation, view transactions, assess results, and more. Features include: • Secure Multi-Factor Authentication login • Comprehensive account overview • Complete investment results • Up-to-date holdings • Recent transactions • Insights from Capital Group research analysts • Your team’s contact information