Portfolio Management
Create and maintain investment portfolios tailored to an individual client's preferences and situation
Services
We deepen and nurture our client relationships with Signature Service across several investment advisory offerings.
Financial Planning
Assess your current financial situation, set long-term goals, and develop strategies for life's stages
Workplace Retirement Plans
Provide fiduciary services, plan design, investment selection, and participant education
Estate & Gift Planning
Devise policies to ensure efficient asset transfer, minimize tax liability, and wealth protection
Education Planning
Develop the means for sustainable funding by using UGMA / UTMA accounts
Our service process is systematic yet customized for each client.
Needs-Based Questionnaire
Our signature service begins with a needs-based questionnaire. Factors affecting portfolio management include amount of return, liquidity, life-stage needs, risk tolerance, aggressive vs. conservative approach and market volatility.
Customized Investment Policy
Based on the financial goals, investment objectives and risk tolerance of each individual, family or business, Collar Capital designs and maintains a customized investment policy that keeps you on course and on target for your goals.
Optimized Trading
We stay tuned to current financial issues and future economic themes, which translates into optimal investment instruments. Our disciplined approach to buying, holding or selling investments means that we act when the right opportunity arises.
CONTACT US
100 West Lawrence Street
Suite 418
Appleton, WI 54911
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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.