About Us
Capital Advisors Group is singularly focused on helping clients achieve maximum return on their cash investments while working to preserve capital, manage liquidity and reduce risk. As a registered investment advisor, we main a strict fidiciary commitment to work in our clients' best interests.
Insight
- Access your portfolio and detailed research on securities held in your portfolio online through CashConnect Plus
- Receive cash flow modeling reports and strategy updates from Capital Advisors Group's dedicated Portfolio Management team
- Depend on customized accounting reports, market and adjusted book value performance reports and investment guideline compliance monitoring
- Gain insights from industry-leading credit research and monthly economic analysis in our Capital Advisor newsletter
Independence
- Receive unbiased, independent investment advice from a fiduciary with a mandate to act in your best interest
- Rely on us to help evaluate and select the best securities and most appropriate portfolio structure for your needs, or to provide due diligence reports on your current money market fund investments
- Obtain an expert evaluation of your investment portfolio to help achieve a high level of confidence in your cash investment activities
Focus
- Trust our more than 20 years of dedicated focus on fixed income research and managing short-duration cash portfolios
- Address cash investment issues by tapping into our expertise developed over decades of shifting interest rates and credit market volatility
