Collegiate Capital Management, Inc.
Financial-Services
Website
Company Tagline
Advocates for the Academic Investor®
Industry Category
Business Keywords
Company Description
Collegiate Capital Management, Inc. is a leading financial services firm specializing in comprehensive portfolio management. Located at 214 New Bern Place, Raleigh, North Carolina 27601, US, Collegiate Capital Management, Inc. also has offices at 160 Clairemont Avenue, Suite 200, Decatur, Georgia 30030, US; 106 W. South Street, Charlottesville, Virginia 22902, US; and 106 E. Sixth Street, Austin, TX 78701, US.
Collegiate Capital Management, Inc. provides specialized expertise in university retirement plans, investment management, and financial planning. The firm is dedicated to offering transparent and advanced reporting systems, ensuring clients are well-informed and confident in their financial strategies. Collegiate Capital Management, Inc. takes a holistic approach to portfolio management, integrating equity and bond markets with tax and estate planning to address all personal financial factors.
Since its founding in 1994, Collegiate Capital Management, Inc. has remained committed to serving its clients' best interests. Collegiate Capital Management, Inc. builds trusted financial partnerships through an understanding of the complex relationships between financial and family factors. We invite the manager of Collegiate Capital Management, Inc. to create a customized and exclusive company showcase and product listing on our platform to further enhance your company's visibility and growth.
Collegiate Capital Management, Inc. est une société de services financiers de premier plan spécialisée dans la gestion complète de portefeuilles. Située au 214 New Bern Place, Raleigh, Caroline du Nord 27601, États-Unis, Collegiate Capital Management, Inc. possède également des bureaux au 160 Clairemont Avenue, Suite 200, Decatur, Géorgie 30030, États-Unis ; 106 W. South Street, Charlottesville, Virginie 22902, États-Unis ; et 106 E. Sixth Street, Austin, TX 78701, États-Unis.
Collegiate Capital Management, Inc. fournit une expertise spécialisée dans les régimes de retraite universitaires, la gestion des investissements et la planification financière. L'entreprise se consacre à offrir des systèmes de reporting transparents et avancés, garantissant que les clients sont bien informés et confiants dans leurs stratégies financières. Collegiate Capital Management, Inc. adopte une approche holistique de la gestion de portefeuille, intégrant les marchés d'actions et d'obligations à la planification fiscale et successorale pour prendre en compte tous les facteurs financiers personnels.
Depuis sa création en 1994, Collegiate Capital Management, Inc. est restée déterminée à servir au mieux les intérêts de ses clients. Collegiate Capital Management, Inc. établit des partenariats financiers de confiance grâce à une compréhension des relations complexes entre les facteurs financiers et familiaux. Nous invitons le responsable de Collegiate Capital Management, Inc. à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore la visibilité et la croissance de votre entreprise.
Key Personnel / Employees
Compare Companies Side by Side
Compare Collegiate Capital Management, Inc. with 3 companies in Financial-Services
| Comparison Field |
Collegiate Capital Manage...Main Company |
Evelyn PartnersView Profile |
Stockman of MontanaView Profile |
Forbes Wealth Manage...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1953 | 1987 | |
|
Company Size
|
— | 1,001-5,000 | 501-1,000 | 2-10 |
|
City
|
Raleigh, North Carolina | Miles City, MT | Carberry, Manitoba | |
|
Country
|
United States | |||
|
Skills & Keywords
Comparing with main company
|
8 Total Skills
Financial Services
Portfolio Management
Investment Management
Retirement Planning
Financial Planning
University Retirement Plans
Estate Planning
University Retirement
|
13 Total
13 Unique
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+7
|
13 Total
1 Common
12 Unique
Match
13%
Common Skills:
Financial Services
Unique Skills:
Banking
Commercial Banking
Commercial Insurance
Commercial Lending
Insurance
Mortgage Lending
+6
|
7 Total
1 Common
6 Unique
Match
13%
Common Skills:
Estate Planning
Unique Skills:
Business Structuring
Corporate Structuring
Farm Succession
Financial Advising
Insurance Planning
Wealth Management
|
4
Total Companies1953
Oldest Founded1
Countries37
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Alternative Company Names
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