Since 1994, Collegiate Capital Management® has provided personalized retirement planning for university employees nationwide. The firm provides complete financial planning services, including asset management and with other professionals, estate planning as well as investment and tax guidance.
CCM is an independent firm, not affiliated with any university or compensated by any university vendor. The firm acts as a long-term partner to assist those in the university community by creating and managing efficient retirement portfolios.
Collegiate Capital Management, Inc. is an SEC-registered investment adviser.
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