Santa Clarita, CA Office

Collar Capital Management serves individual and high‑net‑worth clients and provides asset management, pension consulting for plan sponsors, and non‑discretionary investment administration services. Its asset management work covers individual stocks and bonds, ETFs and closed‑end funds, digital assets, and the use of options when appropriate, and financial planning support is integrated into the advisory process without a separate charge.

The firm builds individualized portfolios and conducts continuous account supervision with daily reviews and rebalancing to align holdings with each client's objectives and risk tolerance. Collar Capital applies multiple methods of analysis—technical, fundamental, and cyclical—and may implement long‑ and short‑term trading, margin, short sales and option strategies (including option writing) as part of its discretionary management, while noting the attendant risks.

Distinctive operational features disclosed in the brochure include written referral/promoter arrangements and affiliation with other advisory entities that generate solicitor compensation, as well as a separate contract offering non‑discretionary investment administration to client‑related entities. The firm’s explicit use of derivatives in managed accounts and its inclusion of digital assets in client portfolios are less common characteristics among peers in this category.