What do you provide?
- Fiduciary Investment Management.
- Wealth Management & Strategic Planning.
- Retirement Planning.
- Trust & Estate Planning
We will help you achieve your financial goals and simplify the process of executing on all of the financial tasks.
What do your services cost?
- We only charge on assets you place with us for asset management.
- We charge based on a fixed percentage of the assets we manage.
- Our Client Agreement and ADV brochure lay out our fee schedule.
- We calculate our fees on a daily basis so fees are efficiently accounted.
By charging fees based on the assets we manage for you, we only make more money, if you are making more money.
How does this process work?
- We utilize software that is both client facing and advisor facing.
- We help you get started with a simple questionnaire.
- We discuss and ask questions that you have not thought about.
- We continually monitor and update your plan as needed.
By building a comprehensive and realistic plan that we monitor and update, we create a financial road map that is easy to follow and highly probable to achieve.
How Responsive are Collar Capital Advisors?
- Our response time (whether email, text, or phone) is 24 hours at the longest.
- We customize client review meetings quarterly, semi-annually, or annually.
- We update you with emails and calls during times of market volatility.
- We make sure our clients know how special they are to us with thoughtful correspondence.
Communication is a cornerstone in our approach to Signature Service, by staying in close contact with our clients, we can meet even their unspoken needs.
Our Management Offering
What makes you different from other advisors?
- We are not middle men or asset gatherers.
- Collar Capital does “Hands on” asset management and trading with discretion.
- Diligent in-depth research into every individual security in your portfolio.
- Technical trading expertise on individual equities and market indices.
We take a bottom-up approach to researching, selecting, trading, and monitoring each security in a given client’s portfolio. We also use technical analysis to recognize major market trend shifts.
Working With Us
Am I ever locked into any investment or agreement?
- We always invest in highly liquid securities (with high daily liquidity).
- We trade only on major, public exchanges like NYSE, NASDAQ, etc.
- Our clients may terminate the asset management agreement at any time.
- Our clients never have to worry about surrender charges.
We believe that we are at our best when we are earning the right to remain our clients’ trusted advisor each and every day.