Company Performance Metrics
Lance Pan: Director of Investment Research & Strategy
Capital Advisors Group, Inc., is an independent investment advisor specializing in institutional cash investments, risk management, and debt financing.
Drawing upon almost 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 separate accounts 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 financing consulting services.
Headquartered in metropolitan Boston, Capital Advisors Group maintains multiple U.S. regional offices.
