Collegiate Capital Management
Investing
Why pick this one
Collegiate Capital Management has been providing specialized financial guidance to higher education professionals for nearly three decades.
Best for
- professionals in higher education seeking financial planning
- high net worth individuals needing portfolio management
- clients requiring family legacy planning
Look elsewhere if
- looking for basic investment services without specialization
- needing a firm focused on quick, transactional financial advice
Specialties
- financial planning
- portfolio management
- tax efficiency
- family legacy planning
Certifications
- SEC-registered Investment Adviser
What makes them different
- focus on professionals in higher education
- fully independent and transparent advice
- customized financial solutions for high net worth clients
- dedicated to managing employer-sponsored and non-employer accounts cohesively
- Years in business
- 29
Distilled from this business's own website.
Contact & Location
- Address
- 214 New Bern Pl, Raleigh, NC 27601-1416
- Phone
- +18003331701
- Website
- http://www.collegiatecapital.com/
Services
- investment management
- retirement planning
- wealth transfer