White Paper: University account attributes and portfolio management tips

Charting new waters focuses on our firm’s all-encompassing approach to portfolio management. In this paper, we delve further into portfolio management techniques by addressing potential tax savings of Roth supplemental accounts. We also explore the flexibility provided by brokerage trading platforms and the benefits and pitfalls of triggering events.

Read Charting new waters here, and email us at contact@collegiatecapital.com for a free consultation.