Collar Capital

Collar Capital is a registered investment advisory firm that manages private portfolios for individuals, trusts and family offices. Its work centers on fiduciary portfolio management across publicly traded securities, with clients also able to hold digital assets such as bitcoin inside diversified portfolios. Services include financial planning, estate and gift planning, education planning through UGMA and UTMA accounts, workplace retirement plans and investment record keeping.

New clients start with a complimentary introductory call to talk through their finances, goals and risk tolerance. The firm is led by president and portfolio manager Patrick Collar, and its offices are at 100 West Lawrence Street in Appleton, Wisconsin. Clients have been with the firm since 2012 and the firm says it returns calls and emails promptly.