COLLIERS SECURITIES LLC

Overview

Colliers Securities LLC operates primarily as a broker-dealer that also provides portfolio management for individuals and small businesses, insurance brokerage and registered municipal advisory services. The firm functions as a capital allocator for clients and uses a percentage-of-AUM fee model for advisory relationships. Its client base includes both individual and family clients and institutional accounts, and its stated advisory activities include direct portfolio management and selection of third‑party advisers. Investment behavior tilts decisively toward publicly traded equities as the core vehicle for client portfolios, supplemented by allocations to private equity and commodities through external managers. The firm is not an active ESG investor, and it appears to combine brokerage execution and advisory services to deliver liquid equity exposure alongside less liquid alternative allocations where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices