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

  1. 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.

  2. Services and Resources

    From investment management to retirement and financial planning, we’re equipped to provide guidance on all aspects of your financial portfolio.

  3. Independent and Transparent

    We aren’t affiliated with any third-party vendors, so our guidance and decisions will be based on one thing only: your best interests.

Expert Services

Tax efficiency icon

Financial Planning

Get to know more about our process of financial planning, and how we provide clear goals and comprehensive guidance based on your unique circumstances.

Learn More
Portfolio management icon

Portfolio Management

Learn more about what it takes to successfully build and maintain a financial portfolio and how our team of investment advisors communicates openly and honestly to choose the right investments for you.

Learn More
Financial planning icon

Tax Efficiency

Learn more about how we work to leverage benefits, ensuring your portfolio has been evaluated and strengthened through the proper strategies.

Learn More
family legacy icon

Family Legacy Planning

Estate planning and wealth transfer can be emotional and stressful, but our financial professionals can help you make informed decisions that are best for you and your loved ones.

Learn More

Let’s Start a Conversation

Some things can benefit from experience.  .  . like preparing for your financial future.

Fill in our contact form (we’ll respond quickly) or simply call Jennifer at 919.838.0101×6 to connect.

Helpful Resources

Could a Revocable Trust Be Beneficial?

A revocable trust can provide several benefits as a part of an estate plan. A revocable trust that you create as the grantor can be controlled during your lifetime with you as the trustee. You retain legal title to the...
READ MORE

Preparing for the Unexpected

While many people plan for a retirement in which they live through the end of life in their homes, few people have a real grasp of the costs involved. In the Research Triangle Park area (RTP), 24/7 agency home care...
READ MORE

CARES Act Retirement Plan Considerations and Benefits

As part of the federal economic response to the COVID-19 crisis, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was put in place. Below are some provisions of the Act that may impact an individual’s retirement and tax...
READ MORE