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*NEW: Open-End, No-Load Mutual Fund (COLLX)
5 Minute Video

Most Recent Postings

  • The Collar Fund (COLLX)
  • COLLX Advisor Presentation
  • Collar Investing Tutorial
  • CFP Webinar for CE Credit


Pioneers in Collar Investing
TM

Summit Portfolio Advisors has pioneered Collar InvestingTM, a new market discipline which provides our clients with an attractive risk/reward proposition when owning stocks.

With Collar InvestingTM, all stock purchases are immediately wrapped with equity collars, which provide low cost investment protection. While a stock is wrapped in a collar, any gain or loss is limited by the minimum and maximum price range of the collar, no matter how much the stock falls or rises. Collar InvestingTM looks at stocks and collars in combination rather than at stocks alone, searching for those stock and collar combinations which offer the greatest rewards with the least risk.


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