Cash Is the Lifeblood of Any Organization
Capital Advisors Group helps you develop and manage strategic investment programs designed to protect principal, deliver liquidity, and maximize risk-adjusted return on your institutional cash balances.
Navigating a Sea of Investment Options
“Cash should be proactively managed and thoughtfully allocated.”
“Separately managed accounts are designed to combine the best liquidity solutions for your cash-investment strategy.”
“Cash is not a risk-free investment — we assess all risks and develop strategies for liquidity and acceptable returns.”
“We take pride in building long-term relationships with our clients, and in earning their trust and confidence.”
Independence. Insight. Results.
We are an independent registered investment advisor. Our interests are aligned exactly with yours.
Research-based cash investing strategies help you avoid pitfalls and achieve success.
Our portfolio managers, traders and credit analysts focus exclusively on preservation of capital, liquidity and maximizing risk-adjusted return.
What’s the Right Investment Mix for You?
We customize cash investment portfolios based on your unique requirements.
Comprehensive, Customized Client Service
From liquidity forecasting, to credit and risk management, to portfolio management, to operations and reporting, we maintain an exclusive focus on your custom cash investing needs.
Our Most Important Investment is Our Partnership with You
With more than 21 years of average tenure, our senior investment team members take pride in the firm’s long term client relationships.
World-Class Credit Research and Risk Management
Our proprietary risk model informs the cash investment advice provided by our experienced team of credit research and risk management analysts.
CounterPartyIQ® delivers our unique credit risk process to cash investors through a simple web-based solution.
30 Years of Thought Leadership
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Institutional Cash Investments in the COVID-19 New Reality
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How to Assess the Coronavirus Outbreak’s Impact on Liquidity Portfolios
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