Approach

We believe that settling for market performance, after fees, falls short of true potential.

If you are seeking a strong alternative to index or passive investing, continue exploring.
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Active Management

Active management extends beyond a mere technique—it is a mindset that influences expectations for future gains. At Collar Capital, we embrace active management to pursue above-market returns in less efficient markets using a wide opportunity set and low turnover for a reasonable fee.
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Growth At A Reasonable Price

We blend the principles of growth and value investing, focusing on assets exhibiting strong earnings growth potential while being attractively priced. This approach aims to mitigate risk by prioritizing a balance that supports long-term wealth accumulation in diversified portfolios.
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Fundamental & Technical

Combining fundamental and technical analysis allows us to build conviction through in-depth economic and company research while using charts for precise timing and risk management. This dynamic fosters disciplined, high-conviction investing, enabling us to navigate complexity and filter opportunities effectively for clients.
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Long-Term Outlook

We advocate for a steadfast focus on long-term fundamentals and market cycles rather than reacting to short-term volatility or attempting to time the market. Our view underscores that consistent, long-term outperformance arises from maintaining discipline, ignoring market swings, and prioritizing value creation.
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Risk Management

The assessment of risk must be conducted holistically and without complacency. These principles and a client's risk tolerance guide us to thoughtfully quantify position sizing across a client's overall portfolio. Furthermore, we seek asymmetry by buying assets well and preparing for surprises, rather than predicting them. 

CONTACT US

100 West Lawrence Street
Suite 418
Appleton, WI 54911


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Collar Capital Management, LLC is a registered investment adviser that offers advisory services to clients or prospective clients where Collar Capital Management, LLC and its representatives are properly licensed or exempted. This website is solely for informational purposes.