Collar Capital utilizes Interactive Brokers
as its custodian of client accounts.
If you want your portfolio managed by a dynamic financial advisory team, backed by a Wall Street leader in technology and trading innovation, then get in touch with us!
Our Mission
To earn the right to become the trusted advisor for every client and their family members,
building the foundation to help our clients preserve wealth for future generations.
building the foundation to help our clients preserve wealth for future generations.
Our Services
Collar Capital clients reside within every phase of life – from home buying to college expenses to retirement planning, and everything else. We provide guidance that is relevant to your unique situation.
Our Approach
At Collar Capital, signature service underscores our approach to personal portfolio planning and management. This is the foundation of our organization and the key to our client relationships.
Our Advisors
Collar Capital's team combines Wall Street competence with Main Street character, partnering with clients as fiduciaries to thoughtfully construct and steward their investment portfolios.
Our Geographic Reach
Interactive Brokers Disclosure
Interactive Brokers, LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third party financial advisors or hedge funds, including Collar Capital Management, LLC. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation and assumes no liability to the accuracy or completeness of the information provided on this website.
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.