Insight. Independence. Focus.

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Client Solutions

Cash and a sound capital structure are key to your organization’s success. As an independent SEC-registered investment advisor, Capital Advisors Group will partner with you to help you build the strong financial foundation you need for long-term growth and success.

Cash is the Lifeblood of Any Organization

Our seasoned team of portfolio managers, credit analysts, traders, and operation managers leverage leading-edge technologies to help develop and implement separately managed accounts that seek to:

  1. Protect principal
  2. Deliver liquidity
  3. Maximize risk-adjusted returns

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Strategic Debt Can Drive Growth and Innovation

Since 2003, we have worked with emerging-growth companies to help obtain what we believe are the best terms for debt transactions ranging from $10M – $300M+.

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Our Story

Capital Advisors Group was founded more than 33 years ago on three core considerations:

  • Tailored Offering: Growing companies need access to customized cash investment solutions delivered by an experienced team that caters to their unique business needs.
  • Conservative Approach: Research and risk mitigation are the basis of our approach that aims to protect our clients’ assets through all market cycles.
  • Unmatched Service: Every client should receive the highest level of service. We instill a “people-first” business model where automation does not take the place of speaking to a person who knows the client and their unique situation.
Who We Are

Our Story

Our thought leaders discuss how we got here and what differentiates Capital Advisors Group from banks, broker-dealers and other asset managers.

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Research-Driven Investment Strategies and Solutions

Building on more than 33 years of industry-leading research, Capital Advisors Group provides comprehensive and independent investment research and credit analysis relevant to the unique risks and challenges faced by CEOs, CFOs, treasury teams, and founders.

Economy & Rates
01/06/2025
December 2024 Month-End Portfolio Update
Eric Souza
2024 Recap 2024 saw major central banks begin to ease policy including both the Fed and ECB which each cut rates by 100 basis points. Risk assets had another strong
Employment, Interest, Interest Rates
Economy & Rates
12/06/2024
November Month-End Portfolio Update
Eric Souza
Fed Speakers Convey Caution on Pace of Rate Cuts Several Federal Reserve officials have echoed a theme conveyed by Fed Chair Powell that the FOMC is in “no hurry to
Employment, Interest, Interest Rates
photo of the Fed building under stormy sky
Economy & Rates
12/06/2024
Investing with Economic Uncertainty in Mind
Matthew Paniati
Economic forecasting is oftentimes an exercise in futility. Analysts with access to all the data and the best models can be no more accurate in their forecasts of unemployment and
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Let’s Talk

Long-term relationships are the foundation of our success. It would be great to build one with you. Contact us today for a conversation about your organization and your specific cash investment or debt financing needs.

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