Separately Managed Accounts
At Capital Advisors Group, we understand that some companies on a more sustainable growth track may seek higher yield opportunities than money market funds without compromising protection of principal. For these institutions, we work to build custom separate account strategies - from buy-and-hold to total return - that take into account the need for holdings transparency, reporting integration and Sarbanes Oxley compliance.
Fund IQ®
For corporations accustomed to significant money market fund allocations, we offer FundIQ®. This is the nation's first and only money market fund research product designed to maximize performance through our fundamental risk analysis of prime institutional money market funds. We selected a technology partner with experience interfacing with treasury workstations and systems in an effort to efficiently deliver our research to clients.