FrankDaversa.com Competitors

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.

John Doe Corporation

ProActive Advisors, LLC is a boutique money management and advisory firm located in Lexington, Kentucky. We manage fixed income and equity accounts, including balanced accounts that utilize a proprietary investment methodology developed by our founder, a Morningstar-recognized “FIVE STAR” fund manager. Clients engage our services directly, which allows them to avoid intermediary fees while still receiving personalized attention from a fiduciary who is dedicated to managing their investments proactively.