Capital Advisors Group, Inc. is an independent SEC-registered investment advisor specializing in institutional cash investments, risk management, and debt finance consulting. Our clients range from venture capital-funded startups and emerging growth companies to Fortune 100 companies.
Drawing upon more than a quarter of a century of experience through varied interest rate cycles, the firm has built its reputation upon deep, research-driven investment strategies and solutions for its clientele.
Capital Advisors Group manages customized separately managed accounts (SMAs) that seek to protect principal and maximize risk-adjusted returns within the context of each client’s investment guidelines and specific liquidity needs. Capital Advisors Group also provides FundIQ® money market fund research; CounterpartyIQ® aggregation and credit analysis of counterparty exposures; risk assessment on short-term fixed income securities and portfolios; and independent debt finance consulting services.
Headquartered in metropolitan Boston, Capital Advisors Group maintains multiple U.S. regional offices.
Company Details
- Employees
- 42
- Founded
- 1991
- Address
- 1 Federal St,
- Phone
- (617) 630-0023
- in****@****ors.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- capitaladvisors.com
- Keywords
- Separate Account Management, Money Market Fund Research, Credit/Risk Management Oversight, Early-Stage Term Debt Consulting, Counterparty Risk Management.
- HQ
- Boston, Massachusetts
Capital Advisors Group, Inc. Questions
Capital Advisors Group, Inc.'s helpline number is (617) 630-0023
Capital Advisors Group, Inc.'s website is capitaladvisors.com
Capital Advisors Group, Inc.'s LinkedIn profile is https://www.linkedin.com/company/capital-advisors-group
Capital Advisors Group, Inc. has
42 employees.
View email and phone details for 42
employees at Capital Advisors Group, Inc..
Capital Advisors Group, Inc.'s industry is
Financial Services
Capital Advisors Group, Inc.'s top competitors are
Prairie Capital Advisors, Inc.,
Capital Advisors,
Fidelity Investments,
Ra Capital Management,
The Venture Collective (Tvc),
Harbor Capital Advisors, Inc.,
Venture Forward,
Venture University,
Bain Capital,
Venture Chronicle.
Capital Advisors Group, Inc.'s support email address is info@capitaladvisors.com
Capital Advisors Group, Inc.'s categories are Financial Services
Capital Advisors Group, Inc.'s founding year is 1991
