PROJEDA 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.

At Zenith, we believe that your wealth management team should feel like family. Whether you’re thinking about today or planning for tomorrow, you can rest easy knowing our team is hard at work helping secure your future. Every Zenith client is as unique as the financial landscape they face. To get you where you want to go, you’ll need more than run-of-the-mill, cookie-cutter solutions. Our team is ready to lend our collective financial experience and technical knowledge to help you reach your destination. Our approach to wealth management is rooted in a fundamental belief that client success stems from building trusted relationships. When you manage your wealth with Zenith, you can count on our team to provide excellence, experience, and innovative strategies— all with a personal touch.

Atlas Capital Management was founded in 1993 to provide investors with an active approach to investing; an approach that recognizes the value of avoiding market declines and limiting losses. Using the right investment adviser and the right strategies can mean the difference between reaching your financial goals or falling short. Investors fail to recognize the risk of the financial markets and the damage market declines can do to a lifetime of savings until it is too late. They lack a disciplined, non-emotional approach to manage the risk of investing and to profit from upward trends. This is the strength of Atlas Capital Management.