Capital Advisors Group, Inc. celebrated its 35th anniversary
Published
Signal category
Presence & Recognition
Quote
“We’re proud to celebrate 35 years at Capital Advisors Group!”
— Capital Advisors Group, Inc. team
Company
Capital Advisors Group, Inc.
Insight. Independence. Focus.
- Industry
- Financial Services
- Location
- Boston, US
- Company size
- 40 employees
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.
Founded 1991