COLLIER FINANCIAL, INC

Overview

Collier Financial, Inc. is an independent registered investment adviser focused on serving individuals, families and small businesses. The firm provides financial planning and discretionary portfolio management and charges clients through a mix of percentage-of-AUM fees, hourly charges and fixed fees. Collier Financial registered with the SEC in 2021 and is owned by an individual principal. The firm reports a clear preference for equity-oriented portfolios, and it does not identify as an active ESG investor. Investment activity centers on liquid public equities and exchange-traded instruments as the primary allocation vehicle, supplemented by more traditional pooled products such as mutual funds and select annuity solutions. Collier Financial does not operate as a capital allocator or run proprietary funds; instead it relies on third-party managers for alternative exposures and external custodial relationships to hold client assets.

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Public Holdings

Investments & Alternatives

Location & Offices