Based in the San Francisco-East Bay Area, Collabria is a fee-only, registered investment advisor specializing in Life Centered Financial Planning and Personalized Investment Management. We help clients make sound financial decisions, in order to live the best life they can.
Forget all you think you know about financial advisors, planners, and brokers.
Prepare for a different experience:
We believe it should be about relationships, not transactions. You will never be sold. We serve our clients, not their portfolios:
- Accountability – If we’re not adding value, we’re a cost
- Objectivity – Because we’re independent and unaffiliated we have no product commitments or restrictions.
- Transparency – We are compensated solely by our agreed upon fee. We do not receive any form of 3rd party compensation (commissions, bonuses, rebates, incentives, etc).
- Relationship – We embrace technology in all aspects of our practice, but believe that it is our “humanness” that distinguishes us.
We are not looking to serve all investors – We look for compatibility and seek to keep things personal
Contact us to determine how we might work together
Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of Collabria Capital, Inc.
Nothing on this site constitutes personalized investment advice for the user or is a substitute for developing an investment plan with a professional advisor. Some investments that Collabria Capital recommends to its clients may not be suitable or appropriate for the user.
Any information on this site pertaining to our investment process or disciplines we follow is for general informational purposes only, and does not constitute an endorsement of a particular investment vehicle or approach for the user. Nothing on this site should be construed as business, legal, tax, or other professional advice.
External Links: collabriacapital.com contains hyperlinks that will let you access other World Wide Web sites. These sites are not under the control of Collabria. Collabria assume no responsibility or liability for any material that may reside in any external web site. Collabria does not make any representations regarding the quality of any product or service contained at any such site.
Safety of Assets
Collabria Capital does not take custody of client assets. We simply advise on client accounts, place trades and request changes on their behalf. Our custodian is responsible for holding client assets, providing statements, tax documents, and online access.
In addition, the custodian provides protection for cash and client securities in client accounts. This protection is in addition to that provided by the Securities Investor Protection Corporation (www.sipc.org ). This protects clients from potential losses resulting from a custodian’s potential insolvency or liquidation but does not protect against a decline in the market value of securities.