Cory Capps Email & Phone Number

In addition to my role as Investment Advisor Representative, I have created multiple analytical tools and software programs that have become critical components in the management of our clients’ assets including the retirement projection program specific to university employees, real-time data integration with client management software to improve portfolio evaluation, and assisting in the development of our unique client portal. I continue to focus and improve the firm’s methods for gathering information related to market trends, the tracking of investment performance, and in-depth analyses of assets to assist in the management of our clients’ accounts. I also serve a vital role in developing reports that allow our clients to understand and evaluate our firm’s asset management approach.Many university employees are unaware of the potential pitfalls and abundant opportunities with the retirement plans offered by their employers. They must be able to evaluate multiple plans with various vendors, hundreds of investment options, sudden and frequent plan changes and a variety of tax implications. This confusing and sometimes overwhelming scenario can greatly benefit from an unbiased management style with specific knowledge of your employer benefits packages. Our independent approach to investment management allows us to form more personalized strategies to meet the needs of each unique client. We accomplish this without the inherent biases found in advisers from some of the larger brokerage outfits. Collegiate Capital Management, Inc. is an SEC-registered investment adviser.

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  Vice President, Investment Management

  Collegiate Capital Management, Inc.

  Sep 2002 - Present

  In addition to my role as Investment Advisor Representative, I have created multiple analytical tools and software programs that have become critical components in the management of our clients’ assets including the retirement projection program specific to university employees, real-time data integration with client management software to improve portfolio evaluation, and assisting in the development of our unique client portal. I continue to focus and improve the firm’s methods for gathering information related to market trends, the tracking of investment performance, and in-depth analyses of assets to assist in the management of our clients’ accounts. I also serve a vital role in developing reports that allow our clients to understand and evaluate our firm’s asset management approach.

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  North Carolina State University

  Business Management