STRATEGIC DISTINCTION that can play to your advantage

We offer managed accounts at the local level. In these accounts the team at Collins and Krank selects the investments for each client, which means our decisions are aligned with your financial goals.

In addition, our team takes the time to understand what your investments are for – because understanding your ambitions in life allows us to help you pursue them. A commitment to long-term financial planning sits at the heart of our client relationships.

There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital. In a fee-based account, clients pay a quarterly fee based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2 as well as the client agreement.

Services rendered will be dependent on applicable agreements.