How do you choose a financial advisor in a sea of sameness?

What's your return on life (ROL®)?

How confident are you in your current plan?

Financial Planning & Investment Management for multi-generational families of the Sandwich Generation

Those who are caring for their aging parents while simultaneously supporting their own children and building their own financial security.

Access to our recent resources (click on links below)

A New Approach For A New Era

ROL® is not just about having enough money. It’s about what you want your money to do for you and those you care about.

The coronavirus pandemic has put all our short-term needs front and center. Just getting through one week of virtual work meetings, grade school math lessons, and grocery shopping can be a challenge.

However, as the conversation starts shifting towards when and how to reopen the country, it’s worth taking a few moments to broaden our
perspective beyond immediate concerns. As hard as this experience has been, social distancing has probably changed the way you will live, work, spend your leisure time, and communicate.

Shouldn’t it also change the way you plan?

Disclosures

Privacy Policy

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.

Click here for our Privacy Notice

Disclaimers

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.

A custodian is a financial institution that holds customers’ securities for safekeeping in order to minimize the risk of their theft or loss. A custodian holds securities and other assets in electronic or physical form. Since they are responsible for the safety of assets and securities that may be worth hundreds of millions or even billions of dollars, custodians generally tend to be large and reputable firms. A custodian is sometimes referred to as a “custodian bank.”

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.