Capital Advisors Group provides deep, research-driven separately managed account cash investment solutions to companies and institutions across the United States.
Focused on building long-term relationships with our clients, senior members of our investment, research and operations teams have an average tenure of more than 20 years with the firm.
Separately Managed Accounts
We provide a range of separately managed account solutions customized to individual cash investment objectives. Our investment team works with clients to develop strategies specific to their risk parameters, liquidity needs, and return objectives, including:
Custom separately managed account portfolios of cash and cash equivalent investments designed as alternatives to bank deposits and money market funds.
Custom separately managed account strategies with weighted average maturities of typically up to one year, designed to meet individual client targets for liquidity, while maintaining safety of principal and maximizing return potential.
Total Return Accounts
Custom separately managed accounts focused on market value return, typically benchmarked against 1-3-year indices.
Which Separately Managed Account Strategy is Right for You?
Capital Advisors Group offers comprehensive and sophisticated accounting, audit, portfolio, and performance reporting, as well as online access to holdings with breakdowns by asset class, issuer, and ratings.
Capital Advisors Group provides fully customized portfolios based upon individual investment objectives, risk tolerance and liquidity needs. We also provide investment policy development, research and credit management, and operations support and reporting.
Why Capital Advisors Group?
Cash Investment Focus
Comprehensive, “turnkey” cash management solutions. More than 28 years of experience managing short-duration cash portfolios. Senior members of our investment and operations teams have an average tenure of more than 20 years with the firm.
Preemptive Risk Management
Our intensive research and comprehensive risk and credit management capabilities seek to provide insights to help clients avoid market risks.
Dedicated portfolio managers and operations managers provide daily support, and clients have access to Capital Advisors Group’s experienced research team and proprietary research.