Capital Markets Outlook Group

Ned Davis Research (NDR) is a global provider of independent investment research solutions and tools, catering to a diverse clientele—including asset managers, asset owners, hedge funds, and wealth managers. Founded in 1980, NDR leverages a 360-degree research approach, grounding its investment strategies in macroeconomic insights while exploring key asset classes and geographical considerations. The company's offerings include thematic opportunities, stock and ETF selection services, and customized research solutions based on extensive quantitative analysis. With a team of 70 dedicated professionals, NDR is committed to delivering robust insights and data-driven investment recommendations to guide clients through their most pressing investment challenges. Generated from the website

Wealth Management Systems is a financial services firm based in Boston, MA, specializing in helping individuals and families manage their assets and investments. With a focus on providing personalized strategies and guidance, the company aims to assist clients in achieving their financial goals and securing their financial future. Generated from their business information

Capital Advisors Group, founded in 1991, is an independent treasury specialist that offers short-term cash investment solutions for corporate cash reserves, debt sourcing and placement. It provides a wide range of services to institutions and mature companies, growing public companies, and early to mid-stage companies, including outsourced debt placement, proactive liquidity management, competitive risk-adjusted return, and comprehensive cash investment. The firm also provides customized accounting and audit support, proprietary credit research, and active strategy communications. Its accounting reports and services include cash reconciliation reports, month-end accounting statements, general ledger reports, notes to financial statements, and audit support. The firm serves clients in a variety of growth industries and various nonprofit institutions. Capital Advisors Group is headquartered in Newton, Mass.