Collegiate Capital Management, INC.

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Home - collegiate capital section of webpage --> 800-333-1701 Advocates for your financial success For decades, Collegiate Capital Management has been providing comprehensive financial guidance to a variety of clients, with an emphasis on professionals in higher education. Through a number of specialized services, including financial planning and portfolio management, our team is dedicated to working for and with you. get started About Collegiate Capital About Collegiate Capital Collegiate Capital Management, Inc. has been providing managed financial services for high net worth and individual investors, professionals in higher education, charitable organizations, and corporations since 1994. We design and maintain your portfolio with full transparency and frequent communication using our years of expertise. When you work with us, we’ll provide personalized service, cohesively combining your accounts and identifying the strongest opportunities for your wants and needs. Client Relationship Summary (Form CRS) Learn more Experience and Expertise Our years in the financial industry and specialized experience with higher education allow us to give our clients unique insight towards financial success. Services and Resources From investment management to retirement and financial planning, we’re equipped to provide guidance on all aspects of your financial portfolio. Independent and Transparent We aren’t affiliated with any third-party vendors, so our guidance and decisions will be ba

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