A complete list of active advisors currently associated with Collective Family Office, LLC
Warmer can help you find a great advisor at Collective Family Office, LLC or one who fits your needs even better.
Collective Family Office provides discretionary portfolio management and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate entities. Services described in the brochure include tailored asset allocation and continuous monitoring, the use of sub‑advisors for private equity and alternative allocations, and assistance with retirement rollovers and plan fiduciary-related matters. The firm uses a mix of fundamental, technical and cyclical analysis and pursues strategies that include long‑ and short‑term positions, option writing, direct indexing, and investments in structured products, ETFs and private funds. Its disclosures also note the use of derivatives and the implementation of borrowing strategies—such as margin and securities‑backed lines of credit—in separately managed accounts, and the firm has expanded its risk disclosures to address Direct Indexing, SBLOCs and AI‑related operational risks. Several features in the brochure are distinctive relative to many peers: the explicit disclosure that derivatives and secured borrowing may be used in managed accounts, routine discussion of structured‑note and cryptocurrency risks, and the firm’s use of AI tools for meeting recording/transcription. The brochure also indicates the firm generally does not offer standalone financial planning and reports over $527 million in discretionary assets while operating with a relatively small advisory staff, a scale/structure mix that differs from many similarly sized team firms.
To learn more about the advisors currently working at Collective Family Office, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
York, PA
| 7
| |
York, PA
| 0
| |
York, PA
| 17
| |
York, PA
| 21
|
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