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bfinance
bfinance works for asset owners around the globe on investment implementation, strategy development and portfolio oversight/optimization. Key services—detailed below—include manager research and selection, operational due diligence, ESG advisory, strategic asset allocation, portfolio design, portfolio monitoring, risk solutions and fee reviews. Founded in 1999, the London-headquartered firm has conducted engagements for more than 520 clients in 45 countries and has 11 offices globally. https://www.bfinance.com/us/important-disclosures-us
UK
Private
$41.2M Revenue
https://www.bfinance.com
111 Employees
Capital Advisors Group, Inc.
Capital Advisors Group, Inc. is an independent SEC-registered investment advisor specializing in institutional cash investments, risk management, and debt finance consulting. Our clients range from venture capital-funded startups and emerging growth companies to Fortune 100 companies. Drawing upon more than a quarter of a century of experience through varied interest rate cycles, the firm has built its reputation upon deep, research-driven investment strategies and solutions for its clientele. Capital Advisors Group manages customized separately managed accounts (SMAs) that seek to protect principal and maximize risk-adjusted returns within the context of each client’s investment guidelines and specific liquidity needs. Capital Advisors Group also provides FundIQ® money market fund research; CounterpartyIQ® aggregation and credit analysis of counterparty exposures; risk assessment on short-term fixed income securities and portfolios; and independent debt finance consulting services. Headquartered in metropolitan Boston, Capital Advisors Group maintains multiple U.S. regional offices.
Boston, Massachusetts, US
Private
$12.6M Revenue
http://www.capitaladvisors.com
40 Employees
Wealthbridge Mortgage
As a mortgage banker, Wealthbridge Mortgage has access to over a hundred different loan programs to suit your individual circumstances and goals. Conventional Loans - Fixed-Rate loans up to 40 years - Adjustable Rate Loans - Interest-Only Loans Government Insured Loans - Federal Housing Admin. Loans - US Agriculture Rural Dev. Loans - FHA Streamline Loans Jumbo Loans - Loan amounts up to $1,500,000 - 15 to 40 year terms - Interest Only Loans - Fixed and Adjustable Rates
Beaverton, Oregon, US
Private
$15.1M Revenue
http://www.wealthbridge.com
27 Employees

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