For over 20 years, we have helped university faculty and staff plan for and enjoy retirement. Our knowledge of university retirement accounts and how they fit into a comprehensive plan is key.
Founded in 1994, Collegiate Capital Management® (CCM) provides investment advisory and financial planning services to university professionals nationwide. University retirement accounts offer many little-known investment and tax opportunities. We work with clients to identify and efficiently utilize those opportunities by joining the management of these accounts to others within a unified portfolio.
Our comprehensive approach provides asset and tax management as well as financial and estate planning—everything you need to plan for and enjoy your retirement years.
As an independent firm, we are not affiliated with or compensated by any university or university vendor. Our independence allows us to provide you with sound investment and financial planning advice without product bias. We work as your advocate!
We feel that we are educators as well—helping you understand the actions taken, and why. All of which is essential to attain peace of mind and instill trust in our firm.
It is crucial that you set retirement goals, determine what actions are needed to meet those goals, and monitor your progress. Our retirement planning tools are designed specifically for academics to help you with all three of the these steps, setting you on a path to a secure retirement. Please complete the form below and one of our advisors will contact you regarding scheduling.
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