Capital Advisors Group manages short-term, high-quality fixed-income portfolios primarily for institutional investors, such as corporations, charitable institutions, and foundations, as well as select high-net-worth individuals. The firm focuses on capital preservation, liquidity management, and maximizing risk-adjusted returns using instruments like U.S. Treasury securities, agency debt, corporate obligations, and money market funds. Capital Advisors Group also offers specialized strategies incorporating environmental, social, and governance considerations, as well as diversity and inclusion dealer-selection impact strategies. Services are delivered through separately managed accounts held at independent custodians, and Capital Advisors Group operates with full authority to make trades without asking first based on client cash flow needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Fees typically range between 0.01 percent and 0.15 percent per year depending on account size, strategy, and complexity. Clients may be assessed a minimum fee of up to $625 per quarter.