50+
Years of Experience
123
Clients
$175M
AUM
24/7
Access & Support
Collar Capital Management is a registered investment advisory firm specializing in private portfolio management with a focus on providing signature service for individuals, trusts, and family offices. Our clients’ portfolios gain direct access to both publicly traded securities and digital assets.
Active Management
Pursue above-market returns using multiple asset classes and low turnover for a reasonable fee
Financial Planning
Assess your current financial situation, set long-term goals, and develop strategies for life's stages
Estate & Gift Planning
Devise strategies to ensure efficient asset transfer, minimize tax liability, and wealth protection
Signature Service
Our financial services ensure personalized portfolio craftsmanship for every stage of your life – from college expenses to home ownership to retirement security and more.
Vigilant Supervision
By staying abreast of market trends and legislative issues that could affect your investments, your financial advisors will keep you informed with advice that is timely and relevant.
Reliable Support
At Collar Capital, we take pride in our accessibility and responsiveness. We return calls & emails promptly, taking personal responsibility for seeing that your questions are answered quickly.
"Direct access to your portfolio manager and financial advisors is what sets us apart from mutual funds and other money managers."
- Patrick Collar, President & Portfolio Manager
Areas of Expertise
Tap into our wealth of knowledge and experience to build and manage your portfolio. From basic questions about financial planning and the job of a financial planner, to specific inquiries about your mutual funds, stocks, bonds, ETFs, annuities, or insurance policies, we have the answers you need.
Tax-Efficient
Trading
Design thoughtful trading strategies to minimize tax impacts for the short and long term
Workplace Retirement Plans
Fiduciary services, plan design, investment selection, and participant education
Custom Investment Policies
Combine client-specific goals, multiple asset classes, and layered investment horizons
Stocks
& Bonds
Select stocks for potential above market returns and bonds / fixed income for income and stability
Stock Compensation
Plans
Integrate equity-based compensation into your portfolio while optimizing for taxes and risk
Digital
Assets
Assets
Add bitcoin and 4 other altcoins directly into diversified portfolios with ongoing wholistic analysis
Testimonial
"I was referred to Joe and Pat by a friend whose family has been long-term clients of theirs. Having experienced a life-changing event which left me with very little savings, a tiny 401K and no pension, I became a Collar Capital client in 2012. Since then, with excellent one-on-one support, advice and investment management, I am happy to say that I’m able to retire this year with a secure financial future, thanks to their unstinting efforts on my behalf. They treat each client as an individual – no cookie-cutter investment proposals – and consult and advise me every step of the way. I feel that I’m a valued member of the team, not a faceless customer. Of equal importance is that they are completely transparent in their fee structure and have never tried to sell me into something which will incur high fees on which they’d earn a commission. They just simply do not do that."
- Alison, 14-year client
Please note, limitations: Client was not compensated for providing her testimonial. The published testimonial is from an investment advisory client that provided her permission, therefore, the comments shown may not be representative of all client opinions or experiences. Positive comments should not be construed as a guarantee that Collar Capital Management will be able to provide a client with the same satisfactory results. There can be no assurance the client who provided the testimonial would provide the same comments in subsequent surveys or remain a client of Collar Capital Management.
- Alison, 14-year client
Please note, limitations: Client was not compensated for providing her testimonial. The published testimonial is from an investment advisory client that provided her permission, therefore, the comments shown may not be representative of all client opinions or experiences. Positive comments should not be construed as a guarantee that Collar Capital Management will be able to provide a client with the same satisfactory results. There can be no assurance the client who provided the testimonial would provide the same comments in subsequent surveys or remain a client of Collar Capital Management.
CONTACT US
100 West Lawrence Street
Suite 418
Appleton, WI 54911
HELPFUL LINKS
F.A.Q.
Privacy Policy
Terms of Use
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.