| Name | Title | Contact Details |
|---|---|---|
Kurt Steege |
Chief Information Officer | Profile |
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.
Jeffrey Matthews Financial Group is a full-service securities brokerage firm that offers a complete range of products and services, including fixed income securities, equities, mutual funds, and insurance. They work closely with their clientele to help...
female, woman, women, nj, new jersey, advisor, investment, essex, morris, union, county, financial, plan, planning, tax, accounting, accountant, wealth, management, parsippany, entrepreneur
The Capital Corporation is a Spartanburg, SC-based company in the Financial Services sector.
Burgundy Asset Management Inc. is a Toronto, ON-based company in the Financial Services sector.