Your values, invested.

Collaboration Capital is an independent investment advisory practice whose clients, associates, and owners are forward-looking individuals and families whose investment portfolios reflect a shared commitment to profit and purpose.
Collaboration Capital | Capital Markets Solving Problems

People, Process, and Performance

Our investment process prioritizes balance sheet integrity, transparency, and liquidity.
The core building blocks of Collaboration portfolios typically include shares of globally dominant enterprises, high quality fixed income, and selected funds. Collaboration principals have a long history in finance that includes founding association with fund managers that have been multi-decade industry leaders and innovators and whose expertise we apply consistently to client benefit. Security selection is rooted in critical thought and fundamental analysis with a specific emphasis on governance. Our goal is to deliver excess return, benchmarked to traditional indices.

Our Investor Profiles

By design, ours is an intensely pragmatic approach to portfolio construction.

We embrace time-tested and traditional principles as essential first steps and catalyst to deliver investment strategies that reflect the values and priorities of distinct investor profiles. Investor profiles are purposefully dynamic and flexible and designed to serve as approximate guidelines for asset allocation and security selection.

Explore our Investor Profiles

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All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Please refer to the "Disclosure" link below for additional information.

Portfolio Contributors
Our Partners
Latest Publications
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Strategy Insight
Fossil Free: To Be or Not To Be
05.01.2018

Although the voices discussing fossil fuel divestment have been going on for some time, most individual investors have not joined the chorus. Despite the arguments made for divestment, it is not an…

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Letter from the CEO
A Call to Action
01.04.2018

American capitalism as a tool for inclusivity, participation, and positive effect. We are living in a time of paradox. As a country we are perhaps the richest in our history while arguably…

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Strategy Insight
Equities: A Passive Play?
12.31.2017

The debate between active and passive management of equity investments has been going for several decades and shows no sign of slowing. However, evidence suggests that the passive position currently appears to…

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