Insight. Independence. Focus.
Cash and your capital structure are the lifeblood of your organization. As an independent investment advisor, Capital Advisors Group will help you build the strong financial foundation you need for long-term growth and success.
Serving Organizations that Move the Needle
Our clients are CEO’s, CFO’s, treasury teams, and entrepreneurs in dynamic public, private, nonprofit, and educational organizations across North America. With more than 21 years of average tenure, our senior investment team members take pride in the firm’s long-term client relationships.
Our Values
“Strategic, proactive cash and debt management are necessities for companies of all sizes.”
“Risk is present in all investments and should be managed constantly and preemptively.”
“Leveraging the latest financial technologies is necessary to maintain competitive advantage.”
“Complete alignment with our clients’ interests enables us to deliver superior results.”
— Ben Campbell, CEO and Founder
Thirty Years of Innovation
CEO and Founder Ben Campbell formed Capital Advisors
Group in 1991 to help financial managers establish strong
foundations for organizations built to last.
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Capital Advisors Group, Inc. is Founded
Capital Advisors Group (CAG) is founded to provide custom separately managed accounts (SMAs) to institutional investors.
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Capital Advisors Group’s 1st White Paper Questioning Auction Rate Securities Is Published
Capital Advisors Group’s research department publishes its first white paper questioning auction rate securities. It’s important to note that in 2007, many auction rate securities became illiquid.
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Debt Advisors Group is Launched
Debt Advisors Group (DAG), a division of Capital Advisors Group focused on debt placement consulting, is established to help early- and late-stage companies obtain competitive debt terms from lenders.
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Capital Advisors Group’s 1st White Paper Questioning the Safety of MMFs is Published
In April 2006, almost 2.5 years before the Reserve Primary Fund “broke the buck,” the Capital Advisors Group research department publishes “How Safe Are Money Market Funds?”
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Capital Advisors Group’s Credit Department Begins to Increase Purchase Restrictions for Financial Issuers
In early 2007, well in advance of the September 2008 Lehman Brothers bankruptcy, Capital Advisors Group’s credit department begins to restrict purchases of certain financial issuers. By September 2008, 70% of U.S. financial names are removed from the firm’s buy list.
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BusinessWeek – “Capital Advisors group, a money manager in Newton, Mass., warned clients about the dangers of auction-rate securities years before the market crashed.”
In its August 11th, 2008 article, “The Investment ‘Albatross’ at UBS,” BusinessWeek noted that Capital Advisors Group warned clients about the dangers of auction-rate securities years before that market crashed.
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Capital Advisors Group White Paper is Referenced in SEC Revised Rule 2a-7
In the revised Rule 2a-7 issued by the Security and Exchange Commission (SEC), Capital Advisors Group’s white paper, “How Safe Are Prime Money Market Funds?,” is referenced as supporting material.
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FundIQ® is Launched
Capital Advisors Group introduces FundIQ®, an online platform designed to maximize risk-adjusted performance. By analyzing institutional prime money market funds and comparing those fund characteristics against peer group averages, FundIQ® enables clients to benchmark their funds.
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SEC Invites Lance Pan, Director of Research and Strategy at Capital Advisors Group, to a MMF Reform Roundtable
In May 2011, Lance Pan is joined by other industry experts in an invitation-only SEC roundtable on money market fund reform. The full transcript can be found here.
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Treasury & Risk Names Capital Advisors Group CEO, Benjamin Campbell, one of the “100 Most Influential People in Finance”
In June 2011, Ben Campbell is named one of the “100 Most Influential People in Finance” by Treasury & Risk for Capital Advisors Group’s work on auction-rate securities and the rollout of FundIQ® money market fund research.
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CounterpartyIQ® is Launched
Capital Advisors Group introduces CounterpartyIQ®, an online platform designed to capture, analyze, and rate counterparty exposures, allowing treasury teams to understand and actively manage their organizations’ counterparty risk.
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Capital Advisors Group Liquidity AccountsSM are Launched
Responding to the changing risk and liquidity profiles of institutional money market funds, Capital Advisors Group introduces a new suite of institutional cash investment alternatives for treasurers.
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Capital Advisors Group Celebrates Its 25th Anniversary
Capital Advisors Group continues to maintain its position in the market as an independent investment advisor specializing in institutional cash investments, risk management, and debt finance consulting.
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Capital Advisors Group Insured Liquidity AccountSM Program is Launched
In 2016, Capital Advisors Group introduces the Capital Advisors Group Insured Liquidity AccountSM program, an alternative investment option providing convenient access to deposits backed by FDIC insurance.
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Capital Advisors Group Celebrates Its 30th Anniversary
Capital Advisors Group continues to maintain its position in the market as an independent investment advisor specializing in institutional cash investments, risk management, and debt finance consulting.
A Commitment to Community
Strong communities are the foundation of a strong economy, and Capital Advisors Group does its part…. (Depends on what social action approach the company decides to take). Visuals of people doing community service.
