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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.
Laminar Direct Capital, L.P. is a Houston, TX-based company in the Financial Services sector.
Mariner Investment Group is a New York, NY-based company in the Financial Services sector.
Peak Investor Group is a Mesa, AZ-based company in the Financial Services sector.
Since 1898, Bartlett has managed the assets of high net worth individuals and families. It is the relationship that we build with our clients that sets us apart -- relationships often spanning generations. Our clients expect and receive unmatched