Daniel CFP's Contact Details

Daniel CFP's Company Details

Collegiate Capital Management, Inc.

Raleigh, NC, US • 5 - 9 Employees
Financial Services

Collegiate Capital Management, Inc. (CCM) is an SEC-registered investment adviser that specializes in providing comprehensive portfolio management services to university faculty and staff. Our firm was founded in 1994 and is staffed with highly motivated individuals with educational backgrounds in finance, mathematics, physical sciences and management information systems. Clients benefit from our knowledge of the restrictions and opportunities inherent to university-sponsored retirement plans. CCM is a trusted financial partner with our clients. We pride ourselves on our understanding of the complex relationships between financial and family factors that influence our work, our personal service to our clients, the transparency with which we carry out our responsibilities, and the advanced reporting systems that we make available to clients. We take an inclusive view of portfolio management that incorporates not only issues in the equity and bond markets but also tax, estate planning and other personal financial factors. CCM is not paid by any university vendor, which allows us to work solely in the interest of our clients and without the inherent biases that such an arrangement could impose.