A complete list of active advisors currently associated with American Century Investments Private Client Group, Inc.

Warmer can help you find a great advisor at American Century Investments Private Client Group, Inc. or one who fits your needs even better.

American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage and reporting services to individuals, trusts, estates, charitable organizations, and business entities. The Program is generally designed for households meeting a modest relationship threshold (the brochure cites a typical minimum of $50,000) and does not position itself as a high‑net‑worth focused practice. Advice is delivered through a set of model portfolios called American Century Strategies, managed by ACIM’s asset allocation and investment teams and overseen by an in‑house Investment Committee using strategic asset allocation, mean‑variance optimization, and periodic rebalancing. Clients’ portfolios are typically composed primarily of American Century and Avantis mutual funds and ETFs, and the firm does not vote proxies on clients’ behalf. Noteworthy features include the firm’s vertical integration with affiliated entities (ACIM and ACIS), its preference for recommending proprietary funds, and a disclosed practice of reimbursing advisory fees to reflect underlying fund management fees. The brochure also emphasizes detailed quarterly performance reporting and household account aggregation — including that household members may have access to each other’s aggregated personal financial information — and discloses related conflicts of interest and cybersecurity risks.

To learn more about the advisors currently working at American Century Investments Private Client Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.