A complete list of active advisors currently associated with Collabria Capital, Inc

Warmer can help you find a great advisor at Collabria Capital, Inc or one who fits your needs even better.

Collabria Capital serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing ongoing investment management, financial planning, retirement plan (401(k)) consulting, and tax planning/return preparation services. The firm’s brochure notes it may use third-party providers for tax preparation and may engage Outside Managers to manage client assets. The firm’s investment process centers on a written Investment Policy Statement, multi-asset global diversification, and a mix of strategic and tactical allocation with regular portfolio monitoring and quarterly rebalancing. Collabria operates with discretionary trading authority, may use margin, short sales and options in appropriate situations, and integrates financial planning into its wealth-management relationships. What is noteworthy for a solo independent adviser is the combination of services offered relative to its size: a small advisory base (under twenty clients and roughly $18–19 million in AUM) while providing employer retirement-plan consulting and in-house financial planning plus third‑party tax preparation. The brochure also discloses relationships with both a traditional institutional custodian program (Charles Schwab) and a digital brokerage solution (Altruist Financial LLC), and the firm requires use of its recommended custodians rather than allowing clients to direct custody.

To learn more about the advisors currently working at Collabria Capital, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.