Steps Academics Can Take Now to Protect and Grow Their Portfolios

This book reflects the collective knowledge of a team of advisors at Collegiate Capital Management, Inc. These advisors now pour their financial expertise and experiences into a single, invaluable work—the book you’re holding right now.

Challenges that are unique to managing the portfolios of busy academics are explained in detail and little-known flexibilities are brought to your attention. Using real-life examples, this book provides insights to show you how our independence, knowledge, resources, and actions can help you pursue your retirement goals.