Portfolio Insights

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 The following materials are provided for information purposes only and do not constitute investment advice, a recommendation to buy, sell, or hold any securities or digital assets, financial product, or service, nor is it an offer to sell or a solicitation of an offer to buy any such assets. Except where otherwise indicated, the information contained in these materials are based on matters as they exist as of the date of preparation of such materials and not as of the date of distribution or any future date. Recipients should not solely rely on these materials in making any future investment decision. Certain information contained within these materials constitute “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future. 
Trump Accounts v. 529 Plans
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Trump Accounts opened for contributions on July 4, 2026, but the headlines are missing the real story: what happens when the beneficiary turns 18. In this article, we break down the new accounts' rules, compare them side-by-side with 529 Plans, and explain why the age-18 Roth conversion window and broad investment selection may be the most compelling features of all.

Published: July 20, 2026

Download "Collar Capital Management_Client Article_Trump Accounts"

Recent Buy: Oracle
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One of our latest additions to clients' portfolios is Oracle. To learn more about why we are bullish on the company, click the link below to review our investment thesis.

Published: July 13, 2026

Download "Collar Capital Management_Investment Tear Sheet_ORCL"

Recent Buy: Western Union
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One of our latest additions to clients' portfolios is Western Union. To learn more about why we are bullish on the company, click the link below to review our investment thesis.

Published: May 21, 2026

Download "Collar Capital Management_Investment Tear Sheet_WU"

Recent Buy: Blue Owl
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One of our latest additions to clients' portfolios is Blue Owl. To learn more about why we are bullish on the company, click the link below to review our investment thesis.

Published: April 20, 2026

Download "Collar Capital Management_Investment Tear Sheet_OWL"

Recent Buy: Apollo
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One of our latest additions to clients' portfolios is Apollo. To learn more about why we are bullish on the company, click the link below to review our investment thesis.

Published: April 3, 2026

Download "Collar Capital Management_Investment Tear Sheet_APO"

An Allocators Guide to Crypto Portfolio Management
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Varys Capital and Collar Capital Management have published a comprehensive guide for institutional and retail allocators considering exposure to the digital asset class. The 32-page report analyzes 10 years of performance data, presents optimized portfolio models, evaluates existing crypto benchmarks, and highlights key valuation frameworks for digital assets — providing the most complete publicly available resource for wealth managers and allocators navigating the asset class. The report is an update to the authors’ 2023 publication when they both were researchers at leading crypto research firm Messari. The data suggests a significant maturation of the asset class.

Published: March 23, 2026

Download "An Allocators Guide to Crypto Portfolio Management.pdf"

Recent Buy: Kraft Heinz
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One of our latest additions to clients' portfolios is Kraft Heinz. To learn more about why we are bullish on the company, click the link below to review our investment thesis.

Published: March 1, 2026

Download "Collar Capital Management_Investment Tear Sheet_KHC"

Recent Buy: Adobe
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One of our latest additions to clients' portfolios is Adobe. To learn more about why we are bullish on the company, click the link below to review our investment thesis.

Published: February 7, 2026

Download "Collar Capital Management_Investment Tear Sheet_ADBE"

Recent Buy: DocuSign
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One of our latest additions to clients' portfolios is DocuSign. To learn more about why we are bullish on the company, click the link below to review our investment thesis.

Published: January 27, 2026

Download "Collar Capital Management_Investment Tear Sheet_DOCU"

Recent Buy: Virtu Financial

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One of our latest additions to clients' portfolios is Virtu Financial. To learn more about why we are bullish on the company, click the link below to review our investment thesis.


Published: November 21, 2025

Download "Collar Capital Management_Investment Tear Sheet_VIRT"

Recent Buy: Northern Oil & Gas

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One of our latest additions to clients' portfolios is Northern Oil & Gas. To learn more about why we are bullish on the company, click the link below to review our investment thesis.


Published: October 3, 2025

Download "Collar Capital Management_Investment Tear Sheet_NOG"

Recent Buy: Target

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One of our latest additions to clients' portfolios is Target. To learn more about why we are bullish on the company, click the link below to review our investment thesis.


Published: September 22, 2025

Download "Collar Capital Management_Investment Tear Sheet_TGT"

Recent Buy: Conagra Brands

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One of our latest additions to clients' portfolios is Conagra Brands. To learn more about why we are bullish on the company, click the link below to review our investment thesis.


Published: September 11, 2025

Download "Collar Capital Management_Investment Tear Sheet_CAG"

Recent Buy: Salesforce

PDF
One of our latest additions to clients' portfolios is Salesforce. To learn more about why we are bullish on the company, click the link below to review our investment thesis.


Published: September 8, 2025

Download "Collar Capital Management_Investment Tear Sheet_CRM"

AI in Your Portfolio

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Collar Capital's advisors highlight the transformative impact of artificial intelligence on the investing landscape over the next five years, addressing client interest in Nvidia (NVDA) by explaining that its projected growth is already reflected in its high valuation, carrying significant execution risks amid competition. Instead, they recommend investing in many other companies with direct or indirect AI exposure that offer substantial upside with lower downside risk.

Published: August 8, 2024

Download "Collar Capital Management_Client Memo_AI in Your Portfolio"

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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.