Capital Advisors Group, Inc.

We offer the below services to public, private, nonprofit, and educational organizations across North America: Investment Management: We manage customized separately managed accounts (SMAs) that seek to provide liquidity, protect principal, and maximize risk-adjusted returns that meet each client’s cash investment guidelines. Debt Finance Consulting: Our advisors help emerging technology, health care, and medical companies lengthen cash runways and bolster balance sheets to fund ongoing innovation and growth. CounterpartyIQ: Our proprietary credit risk model informs the cash investment advice provided by our experienced team of analysts – delivered through CounterpartyIQ, our web-based credit research platform. Visit www.capitaladvisors.com to learn more.

Our clients are CEO’s, CFO’s, treasury teams, and entrepreneurs in dynamic public, private, nonprofit, and educational organizations across North America.