Financial Planning
Our clients want a clear understanding of their path to a comfortable retirement — we help provide that clarity. In order to accomplish this, we take a comprehensive view of our clients’ financial circumstances, then create customized plans and projections that help them reach their goals. From high net worth, and individual investors to university professionals, and charitable organizations, we partner with clients on their financial journeys, taking time to understand how their circumstances impact their finances — and how those finances will play a role in their future.
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Portfolio Management
CCM is an independent, SEC-registered Investment Adviser. We actively manage both employer-sponsored accounts and non-employer assets using a variety of investment vehicles, including mutual funds, exchange-traded funds, individual stocks, and bonds to reduce risk and improve efficiency. From helping you select the right vendor to coordinating portfolio restructuring, our firm provides guidance from beginning to end, as well as ongoing guidance throughout the advisory relationship.
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Family Legacy Planning
Legacy planning and wealth transfer can be sensitive topics, but our financial professionals are here to help. The CCM team walks alongside clients, helping you make informed decisions that are best for you and your loved ones. From facilitating the intergenerational transfer of assets to assisting our clients in making tax-efficient charitable gifts, we work to ensure you feel heard and make the most informed decision for your future.
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Tax Efficiency
In coordination with knowledgeable tax experts, Collegiate Capital Management identifies and enacts strategies to increase income tax efficiency. Through personalizing our approach based on each client’s situation, we aim to minimize capital gains and income taxes by recommending account types that align with your objectives. We then position investments within those accounts to minimize tax burdens.
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