Investing is a science. Success is a behavior.
Every week I share what I see from the advisor's chair: what the investors who do well actually do differently, and the mistakes that quietly hold everyone else back.
AIF® · Series 65 · Investment advisor with StratiCo
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Hey, I'm Collin.
I'm a licensed investment advisor (AIF®, Series 65) with StratiCo. I work with people who are driven and doing well financially, but feel like their money isn't fully organized or working as hard as it could be, and they just don't have the time to fix it.
After years of doing this, I'm convinced the strategy is the easier part. The hard part is behavior: staying the course when the market drops, not chasing whatever your coworker just bought, actually getting started. The guides here are the same conversations I have with clients every week, free for anyone who wants them.
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Fiduciary
As an investment advisor, I'm legally required to act in my clients' best interest.
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AIF®
Accredited Investment Fiduciary®, a designation focused on fiduciary standards and a prudent, documented investment process.
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Series 65
The licensing exam required to give investment advice for a fee.
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How I'm paid
My investment management fee is a percentage of the assets I manage. I don't earn commissions on the investments I recommend.
If you want more than an index fund (a systematic approach, a tailored strategy), you know where to find me.
The guides are free and always will be. If you would rather have someone build, manage, and stay with you through every market, let's talk.