Portfolio Management

From an independent, SEC-registered Investment Adviser¹

Since everyone’s financial needs are different, every financial portfolio should be different — our team helps ensure yours is suited to your unique situation.

Since 1994, Collegiate Capital Management, Inc. has been actively managing both employer-sponsored accounts and non-employer assets using primarily mutual funds, exchange-traded funds, individual stocks, and bonds to manage risk. We work closely with:

• High net worth and individual investors
• Professionals in higher education
• Charitable organizations
• Corporations
• Corporate and University Retirement Plans

Our firm typically suggests that our clients use Charles Schwab & Co., Inc. as the custodian for non employer-sponsored accounts. We recommend custodians for employer-sponsored retirement accounts based upon the attributes of the different custodians allowed by your employer. Our understanding of the complexities of employer-sponsored plans, sets us apart from other firms that may only actively manage non-employer retirement assets. We believe that managing all of your accounts as one cohesive portfolio is imperative.

Collegiate Capital understands that each account offers distinct investment and tax restrictions as well as opportunities. Our team of investment advisors design customized portfolios that efficiently incorporate the strengths and weaknesses of each account to take full advantage of the opportunities presented to you. We work with our clients to make investment decisions best suited to your needs. Our goal is to structure portfolios in a manner that mitigates the need for major shifts in allocations during time of large market swings.

We understand that everyone has different life situations, and those circumstances impact your finances. By acting as a liaison between our clients and the custodians of their accounts daily, our team strives to eliminate the stress and burden of navigating these complexities alone, advocating for your success now and into the future. We’re dedicated to combining our expertise and transparency to provide you with customized financial solutions, no matter what circumstances life might throw your way.

¹A firm’s registration as an Investment Adviser does not imply any specific level of skill or training.

Start and manage your portfolio with Collegiate Capital

Ready to ensure your portfolio meets your needs? Get in touch with the Collegiate Capital team today.