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.
Experts for your success.
We assist you with running projects, improving processes and managing change in a way that will allow your company to draw the greatest possible benefit from it. Our experienced team of international experts is ready to support you – with industry-specific expertise in a plethora of diverse business sectors. We cooperate with our clients on the basis of mutual respect, openness and curiosity in order to drive sustainable improvements.
Energy for your goals.
next level is present at 10 locations world-wide. We offer our services in 12 languages. Our clientele ranges from small to medium-size enterprises all the way to international corporations. Client satisfaction is our true measuring stick for our success.
next level partners with prominent project management associations such as IPMA®, is a Registered Education Provider for the PMI® as well as an APMG accredited training association for PRINCE2®. We cooperate with international enterprises and institutes rated as top achievers in their respective areas of expertise.
Specialtisations
These are the services we offer: certification for PMI®, IPMA®, PRINCE2®, Interim Management, training, coaching and consulting for project management, process management and change management, project audit, conceptualisation and organisation of events.
Founded in 1992, Performance Strategies is an industry leader in full-service incentive marketing. We develop performance improvement programs using reward solutions specifically tailored to fulfill our clients' needs.