40+
Years of experience
95
Clients & Investors
$99M
Assets Under Management
24/7
Availability & Support
As of 06/30/2023
Collar Capital is a Registered Investment Adviser dedicated to creating, building and managing our clients’ capital investment portfolios.
Needs-Based Questionnaire
Our signature service begins with a needs-based questionnaire. Factors affecting portfolio management include amount of return, liquidity, life-stage needs, risk tolerance, aggressive vs. conservative approach and market volatility.
Customized Investment Policy
Based on the financial goals, investment objectives and risk tolerance of each individual, family or business, Collar Capital designs and maintains a customized investment policy that keeps you on course and on target for your goals.
Optimized Investment Trading
We stay tuned to current financial issues and future economic themes, which translates into optimal investment instruments. Our disciplined approach to buying, holding or selling investments means that we act when the right opportunity arises.
Signature Service
Our signature financial service ensures personalized portfolio craftsmanship for every phase of your life – from home ownership to business plans to college expenses to retirement security.
Monitoring is Everything
By staying abreast of current market trends and legislative issues that could affect your investments, Collar Capital advisors will keep you informed with financial advice that is timely and relevant.
Contact Us by Phone or eMail
At Collar Capital, we take pride in our accessibility and responsiveness. We return calls & emails promptly, taking personal responsibility for seeing that your questions are answered expeditiously.
What happens next?
Careful portfolio construction requires a deliberate process. We believe this approach to deploying capital lowers the chance of a loss in year one.
Once financial goals are set and an investment plan is established, we monitor it closely so our clients don’t have to.
We’ve got your back.
Interactive Brokers enhances Collar Capital’s commitment to quality, security and attention to detail with their expertise as the custodian of our clients’ investments.
They have been a leader in technology and trading innovation on Wall Street for more than 40 years.
“Direct access to your Collar Capital Portfolio Manager is what sets us apart from mutual funds & other money managers.”
~ Patrick Collar, President & Portfolio Manager
AREAS OF EXPERTISE
Tap into our wealth of knowledge and experience to build and manage your portfolio. From basic questions about financial planning and the job of a financial planner, to specific inquiries about your mutual funds, stocks, bonds, ETFs, annuities, or insurance policies, we provide answers you need.
Designed Financial Strategy
We can guide you in meeting your current and intermediate financial needs, and your long-term goals.
Customized Investment Policy
Your customized investment policy is uniquely tailored to your preferences and your financial situation.
Actualized Retirement Planning
Whether you plan on a long-term staycation or to travel the world, retirement requires the types of decisions that we provide.
College Planning
Planning for your children’s college funding takes foresight and long-term vision; Collar Capital delivers both.
Stocks & Bonds
Collar Capital diversifies your investments in order to help reduce the volatility of your portfolio.
Personal Portfolios
We put your investment capital to work employing tax-efficient trading techniques. We do not employ “cookie cutter” models.
I am able to retire this year with a secure financial future.
” I was referred to Joe and Pat by a friend whose family has been long-term clients of theirs.
Having experienced a life-changing event which left me with very little savings, a tiny 401K and no pension, I became a Collar Capital client in 2012. Since then, with excellent one-on-one support, advice and investment management, I am happy to say that I’m able to retire this year with a secure financial future, thanks to their unstinting efforts on my behalf. They treat each client as an individual – no cookie-cutter investment proposals – and consult and advise me every step of the way. I feel that I’m a valued member of the team, not a faceless customer.
Of equal importance is that they are completely transparent in their fee structure and have never tried to sell me into something which will incur high fees on which they’d earn a commission.”
PORTFOLIO MANAGEMENT
