Cateus Investment Group

Who We Are

Cateus Investment Group is an Investment Group that offers complete financial management services, financial and tax services, Cateus Investment Group is a one-stop financial services firm with capabilities in Equity, Investment, Equity-Income, Fixed Income, foreign exchange and Multi-Asset. Cateus Investment Group is interested in funding investments plans with Private & institutional capital firms, including Joint Venture funding businesses which do not meet conventional & unconventional private & bank lending parameters by using Sovereign Wealth Funds (SWF) portfolio assets. Cateus Investment Group was born out of several years of serving commercial portfolios and discovering that more than 50% of failing businesses were unaware of where to secure the appropriate funding and services to restructure their debt and get their business realigned with the market changes or other circumstances that derailed their original business plan.

Cateus Investment Group Financial was born out of several years of serving commercial portfolios and discovering that more than 50% of failing businesses were unaware of where to secure the appropriate funding and services to restructure their debt and get their business realigned with the market changes or other circumstances that derailed their riginal business plan.

At Cateus Investment Group, we believe there is only one way to navigate through the wealth of financial services options: straightforward. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. We’re with you every step of the way — leveraging our nationally-recognized research, capital market and investment banking expertise, and the largest network of financial advisors headquartered in the West. Our personal approach is rooted in the values, stability, and discipline of our experienced employee-owned company that is as independent as you are.

Our People

We attribute our long-standing success to our people. They are our best asset, helping our clients navigate an increasingly complex capital market in a no-nonsense way. We don’t just want the employee on the other end of the phone or across the table to be knowledgeable - we want them to be someone you want to have a conversation with. We respect your time, which is why we’re happy to do the legwork for you, helping you to secure the best financial products or services for your unique needs.

Today we are a global force for change, using our considerable experience, confidence and knowledge to reduce risk and provide our expertise wherever we go. We achieve this by forming lifelong partnerships with our clients, making business better for everyone. But that’s enough about us; get in touch to find out how we can work with you.