Collins Advisors, LLC

Collins Advisors, LLC, established in 2003 in Buffalo, NY, offers comprehensive portfolio management and retirement plan consulting services. The firm, owned by Christine Collins-Schwinger and Mary Collins, acts as a fiduciary, always prioritizing clients' best interests. Investment strategies include asset allocation, long-term and short-term purchases, and fixed income securities. The firm uses methods such as charting, cyclical analysis, fundamental analysis, technical analysis, quantitative analysis, and qualitative analysis to formulate investment advice. Clients can expect a maximum annual fee of 1.25% for portfolio management services, billed monthly or quarterly based on account value. The firm manages $157,013,309 on a discretionary basis and $1,905,410 on a non-discretionary basis. Collins Advisors recommends establishing accounts with Raymond James Financial Services, Inc., and Charles Schwab & Co., Inc. for brokerage services. The firm does not receive soft dollars in excess of what is allowed by law and does not direct client transactions for soft dollar benefits. Clients have the option to grant investment discretion to the firm, and the firm does not accept proxy authority to vote client securities. Financial information is not provided as the firm does not prepay fees over $1,200, take custody of client funds, or have financial conditions impairing obligations.