Assets Under Management
$26.0B
Number of Clients
200
Number of Advisors
7
Average Client AUM
$130.1M
AUM per Advisor
$3.7B
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Advisors Group offers discretionary investment management services, primarily to institutional investors and occasionally to high net worth individuals, focusing on short-term, high-quality fixed income instruments. They also provide access to a proprietary web-based platform for counterparty risk assessment. Investment strategies are tailored to individual client needs and may incorporate ESG and Impact considerations.
1 Federal Street, Suite 2200, Boston, MA, 02110