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.
Clarity Wealth Advisors is dedicated to providing clients with an experience which enables them to reach and maintain financial independence.
As an independent wealth advisory firm, we offer a holistic approach to investment management and financial planning.
We strive to educate our clients on an ongoing basis and to ensure that there is always clarity between their goals and the steps to achieve them.
Crossroads Financial is a company specializing in Inventory Financing. We provide Revolving Lines of Credit and Purchase Order Financing, in conjunction with a receivable financing or factoring relationship.
Stand Alone Inventory Lines of Credit
Purchase Order Financing
Retail Inventory Financing
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