A complete list of active advisors currently associated with Collegiate Capital Management, Inc.

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

Collegiate Capital Management provides investment advisory services to individual and high‑net‑worth clients, as well as retirement plan sponsors, trusts, estates and other entities. The firm offers customized portfolio management, cash‑management portfolios, four risk‑based PRISM model portfolios for smaller accounts, consolidated reporting through a proprietary client portal, and retirement plan (ERISA) advisory services. The firm typically manages client assets on a discretionary basis, developing strategies aligned with each client’s objectives, risk tolerance and time horizon and emphasizing mutual funds and ETFs for employer‑sponsored accounts while using individual equities and fixed income where appropriate. Investment decisions are informed by the firm’s research processes and investment committee reviews, periodic rebalancing, and selective use of structured products (market‑linked notes) intended to be held to maturity when used in client portfolios. Noteworthy aspects include acting as the sponsor of its own wrap fee program — a role relatively uncommon among peer team firms — and formal prime‑broker arrangements with iCapital and Causeway that furnish access and product data for market‑linked notes. The firm also consolidates household‑level portfolios through an account aggregation system and CCMconnect to provide integrated reporting, and it combines a concierge‑style planning service for larger or more complex households with streamlined model solutions for smaller accounts.

To learn more about the advisors currently working at Collegiate Capital Management, 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.