Orange County - sponsors

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Capital Advisors Group - Gold Sponsor



 

Capital Advisors Group

 

Since 1991, Capital Advisors Group has been a leading independent institutional investment advisor focused on helping corporate treasurers preserve and extend their cash life. We have spent the past 19 years maintaining a primary focus on managing short-term cash investment portfolios for our clientele, working to maximize returns, minimize risk and provide customized accounting reports that suit specific client needs.

 

The firm recently introduced FundIQ - the first and only research product of its kind designed to evaluate five unique risk factors within institutional money market funds and provide treasury professionals with deep, independent due diligence support.

 

Debt Advisors Group, our venture debt consulting group, aims to help growing companies determine appropriate debt levels to realize their optimum capital structure. We then work on clients' behalf to source a network of more than 50 lenders for each debt deal and we help negotiate the best available terms based on our knowledge of current market conditions.

 

Independently, these services aim to provide clients a level of quality and experience that cannot be found elsewhere. Together, they can offer your treasury department a combination of liquidity, research and debt sourcing solutions that are entirely unique in the market.

 

For more information contact:

 

Tony Vicari
Senior Vice President

tvicari@capitaladvisors.com
http://www.capitaladvisors.com/

 

Chapter Contact Info

Ms. Katherine Valenti
(973) 765-1043
KValenti@financialexecutives.org