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Capital Advisors Group, Inc.

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Capital Advisors Group, Inc.

Mission statement:

Capital Advisors Group's mission is to provide focused investment management and research services to corporate treasury professionals by delivering industry-leading risk management capabilities and controls for those seeking to maximize risk-adjusted returns on their corporate cash investments.

Overview:

Founded in 1991, Capital Advisors Group, Inc., is among the nation's most experienced, independent investment advisors with a primary focus on institutional cash management services. With more than 20 years of portfolio management experience through varied interest rate cycles, the firm has built its legacy upon deep, research-driven investment strategies for its clientele. As an SEC-registered investment advisor, Capital Advisors Group's mandate is to work in the best interests of its clients, which we aim to accomplish by working to maximize risk-adjusted returns and provide customized accounting reports that suit specific client needs. Capital Advisors Group also provides independent debt sourcing advisory services through its Debt Advisors Group consulting arm. Headquartered in metropolitan Boston, Capital Advisors Group maintains several U.S. regional offices.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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