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Collins Capital Management, Inc.

What makes your practice different from all the rest?

Our practice is based upon the highest standard of integrity, trust and ethics. We take a traditional approach to investment management but with very high end technology and services to provide comprehensive solutions for the wealthiest of clientele. We create a triangulated approach with the client’s Attorney and CPA to set clear parameters to assist in mitigating the effects of tax and legal issues. We also believe in the global shift to sustainability. Led by Helen Rake, CFP,® our firm helped establish The Northeast Florida Green Chamber. We are committed to sustainable business practices and therefore we are an Environmental Protection Agency’s Waste Wise Program partner. In addition, we formed an investment model portfolio specifically designed for our clients comprised of companies meeting various critical guidelines of sustainability.

Who is your ideal client?

An ideal client is multifaceted and may be a successful business owner, professional or corporate executive, facing complex trust and estate issues. The client understands the importance of the Investment Advisor in developing a strategic plan that incorporates wealth building in tactical portfolio management while mitigating tax and legal issues.

Describe your customer service model.

We begin with the collection of detailed client financial information. Using proprietary tools we identify and define the client’s risk tolerance. We then develop and agree upon the investment strategy for the investment portfolio.
Our clients are provided a comprehensive performance review quarterly and an annual investment planning review. We hold regularly scheduled client meetings to provide a broad overall perspective of the conditions affecting their investments and ensure their understanding of their current risk parameters.

What is your investment philosophy?

Our success is due to a highly disciplined process that combines fundamental analysis and certain proprietary technical indicators measured against an ongoing review and analysis of current economic and market conditions. We continue to navigate and are mindful of the U.S. recovery, global economic instability, and volatility in the stock and credit markets.

Do you offer financial planning?

The collection of financial information is immediately initiated with the client. Collection of asset, liability, and expense information is part of our management process. If a client requires a full plan or a portion of a plan, such as a distribution phase analysis, it is included in our services at no additional fee to the client.

Describe your risk management philosophy.

We have a diligent and ongoing process to research and quantitative analysis of each asset owned by the client. Risk parameters are evaluated, determined and then reviewed with the client on a quarterly basis. The client’s Investment Policy Statement is reviewed no less than annually to determine if the client wishes to continue utilizing the same risk parameters.

Define the added value of your services in relationship to your fees.

We offer the highest level of service that enables us to offer investment in Global markets, Private Investment, Foundation and Trust services. Education of our clientele is intricately embedded in our quarterly meetings and is of paramount importance to us and to their success.

Sheila Collins, President/Senior Portfolio Manager
Sheila Collins has practiced within the financial services industry for over 30 years and is a native of Jacksonville. Collins Capital Management, Inc. (CCMI) was established in 2002. In 2003 the firm became a Registered Investment Advisor.
As chief investment strategist, Sheila Collins and her investment committee is responsible for the development of CCMI’s portfolio investment strategies. Sheila is a member of the Jacksonville Chamber of Commerce and the Northeast Florida Green Chamber. She is also a former member of the American Society of Women Accountants, and an affiliate member of the CFA Institute and in 2008 she was awarded the Women of Influence Award from the Jacksonville Business Journal. She has served on the Board of Directors of Hubbard House, Brooks Health Foundation, Ribault Club Steering Committee, and Sheriff’s Advisory Council and is currently a member of the World Affairs Council. The firm was recognized in Financial Advisor Magazine for 2011 through 2013. We were further recognized as a NABCAP Premier Advisor from 2010 through 2013.

Helen Rake, CFP®, Portfolio Manager
Helen has been in the financial services industry for over 10 years and is a registered Principal, Portfolio Manager and member of the Investment Committee. In 2010 she developed the firm’s Socially Responsible Model Portfolio along with the governance criteria. In 2011, Helen helped form the Northeast Florida Green Chamber, and serves as President. The Green Chamber concentrates its effort on supporting and promoting green and sustainable businesses on the First Coast. She is a member of the U.S. Green Builder’s Council and the World Affairs Council.

Dale Farmer, Financial Advisor
Patricia Lawrence, Financial Advisor
John R. Pope, Financial Advisor

*Fidelity Investments and Fidelity Institutional Services are registered service marks of FMR, LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services or Fidelity Brokerage Services, LLC.

7077 Bonneval Rd., Suite 340, Jacksonville, FL 32216 • 904.493.7500 • collinscmi.com