Our firm provides the following services to a select clientele:

Fee Based Advisory Serivces
Investment Advisory Services include:

An Assessment of your current portfolio holdings

Measurement of your risk/reward parameters

A suggested proper asset allocation

Quarterly Portfolio Report Meetings

Quarterly Performance Evaluation

Financial Planning
Financial Planning tools that will consider the following:

Assets and Liabilities

Retirement Planning

Insurance Evaluation

Education Funding

Estate Planning

Other Financial Services
Other services include:

Recordkeeping services for assets held away from our firm

Insurance services

Various product services

Disclosures
Collins Capital Management Inc. is a registered Investment Advisor with the United States Securities and Exchange Commission.

INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer is not affiliated with Collins Capital Management, Inc. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies. Advisory Services are offered through Collins Capital Management, Inc.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities, or (b) rendering personalized investment advice for compensation.