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Institutional Investment Management

Ensuring the financial success of your organization is no small task. However, with innovative, proprietary processes and a seasoned staff of professionals, we are uniquely equipped for this task—whether you seek fixed-income portfolio management or cash management.

Corporations, insurance companies, banks, endowments, and public entities looking to preserve and grow investment assets need a customized approach to best manage their investment assets. Advanced Capital Group services can help your organization with:

  • Custom Fixed-Income Portfolio Management—traditional asset allocation featuring taxable securities, municipal bonds and more
  • Liquidity / Cash Management—short-term, fixed-income solutions to meet liquidity needs
  • Strategic Asset Class Integration—diversify portfolio risk while seamlessly employing a variety of asset classes

What you can expect

If you hire us to manage the investing of your institution's assets, you'll gain efficiency and unbiased expertise. When we collaborate on Institutional Investment Management, expect:

  • We will get to know your organization, formulate custom strategies to optimize returns and ensure you have ample liquidity 
  • You will receive best-in-class analytics and reporting to quantify risks and opportunities
  • To benefit from our proprietary methodology for internal credit analysis and rating system
  • To work with a team of experts that’s been through numerous market cycles
  • Best execution as a fiduciary and no inventory of securities to motivate recommendations 

A Comprehensive Approach

Advanced Capital Group provides a holistic approach to financial strategy.

Put our vision to work for you

Collaboration is a core value for our team and for our work with clients. To build a customized relationship, we need to understand your situation, priorities and goals. Submit an online request for proposal (RFP) to learn how we can help you succeed.