For decades, Collegiate Capital Management has been providing comprehensive financial guidance to a variety of clients, with an emphasis on professionals in higher education. Through a number of specialized services, including financial planning and portfolio management, our team is dedicated to working for and with you.
Collegiate Capital Management, Inc. has been providing managed financial services for high net worth and individual investors, professionals in higher education, charitable organizations, and corporations since 1994. We design and maintain your portfolio with full transparency and frequent communication using our years of expertise. When you work with us, we’ll provide personalized service, cohesively combining your accounts and identifying the strongest opportunities for your wants and needs.
Our years in the financial industry and specialized experience with higher education allow us to give our clients unique insight towards financial success.
Services and Resources
From investment management to retirement and financial planning, we’re equipped to provide guidance on all aspects of your financial portfolio.
Independent and Transparent
We aren’t affiliated with any third-party vendors, so our guidance and decisions will be based on one thing only: your best interests.
Get to know more about our process of financial planning, and how we provide clear goals and comprehensive guidance based on your unique circumstances.
Learn more about what it takes to successfully build and maintain a financial portfolio and how our team of investment advisors communicates openly and honestly to choose the right investments for you.
Estate planning and wealth transfer can be emotional and stressful, but our financial professionals can help you make informed decisions that are best for you and your loved ones.
A revocable trust can provide several benefits as a part of an estate plan. A revocable trust that you create as the grantor can be controlled during your lifetime with you as the trustee. You retain legal title to the...
The recently passed SECURE Act has implications for owners of retirement accounts. The two changes included in the act that would most affect our clients are changes in the age at which required minimum distributions (RMDs) must begin, and how...
If you have not already done so, you may want to consider empowering someone to act on your behalf with regard to your assets. Also, you will want to consider the extent and conditions of the authority you may confer....
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