Patrick Collar founded the company in December of 2009 because he saw a need for more personalized, one-on-one, custom portfolio management.
Collar Capital Management, LLC is a registered advisor that utilizes Interactive Brokers
as the custodian of client accounts.
If you want your portfolio managed by a dynamic financial advisory, backed by a Wall Street leader in technology and trading innovation, then get in touch with us!
A Brief History
Joseph Cacia, Financial Advisor, helped found Collar Capital with a primary focus on Client Service, Financial Planning, and new Business.
Collar Capital founders expanded its reach throughout the United States.
Collar Capital began offering insurance products to its clientele in order to provide more comprehensive services.
The Collar Capital founders opened a remote office in Southern California in 2012 and now have a Client Service Location in Santa Clarita.