Inversiones Cass, C.a. 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.

Premier Financial Group’s team of Certified Financial Planners are committed to helping you with your retirement planning, financial planning, 401(k), and estate planning. Since 1987, Premier has used an investment strategy utilizing structured asset class mutual funds to build a more efficient portfolio based on each client’s specific financial goals. We provide complimentary consultations in person, by phone, or video conference to help us understand your goals and to see what we can do to help you achieve them. As always, our goal is your financial peace of mind.

Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations. Our integrated, disciplined portfolio management and customized financial planning helps our clients achieve their financial goals. Few investment counsellors offer financial counselling and investment management under the same roof, but at Nexus, we do both. An integrated financial and investment plan means an asset allocation tailored to your circumstances and attitude toward risk. Planning helps identify how much you need to save, how much you can afford to spend and when you can retire. We are independently managed. Our principals invest alongside clients, directly aligning our interests with our clients’ long-term investment success.