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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.
Thayer / Hidden Creek is a Washington, DC-based company in the Financial Services sector.
Opus Capital Management is a New York, NY-based company in the Financial Services sector.
Glovista is an investment advisory firm that brings more than just financial expertise to the investment process. Our Core Values are integrity, independence, innovation and intellectual commitment. We are committed to creating value for our customers, employees and shareholders.
A boutique multi-family office serving a select group of ultra-high net worth clients and their families. EPIQ Capital Group is a boutique multi-family office