Separately Managed Accounts

As a manager of corporate investment portfolios, Capital Advisors Group is truly a specialist - we focus solely on corporate cash investments. For more than 19 years, Capital Advisors Group has operated as a boutique investment advisor seeking to bring to its clients unrivaled expertise through our experience, independence and quality service.

Capital Advisors Group offers a comprehensive, multi-tiered solution to cash management. For institutions with limited cash lives or for the operating portions of large portfolios, we provide customized buy-and-hold strategies in which scheduled maturities and consistent income help fund operating and near-term cash requirements.  For institutions with excess cash and a higher risk tolerance, we offer custom duration, total return strategies (0 - 3 year average maturity) where portfolios are actively traded in an effort to maximize market value returns.

Our mission is to provide our clients with the security in knowing they're receiving the best and most appropriate investment advisory services available. Our team of portfolio managers, credit analysts, relationship managers and accounting managers work to act as a skilled extension of clients' internal staff, helping them save time and increase efficiency.