Collins Advisors, LLC

Collins Advisors, LLC provides comprehensive portfolio management and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and business entities. The three‑advisor firm manages roughly $159 million in client assets and serves about 256 client relationships.

The firm combines multiple methods of analysis—fundamental, technical, quantitative, cyclical and qualitative—and implements diversified asset allocation approaches (strategic, dynamic, tactical and core‑satellite) across equities, fixed income, ETFs, mutual funds, options and other instruments, with ongoing monitoring and rebalancing. Services are tailored through individualized portfolio management and plan‑level consulting, including acknowledgment of ERISA fiduciary responsibilities for retirement plan engagements.

Two features that distinguish Collins Advisors from many peers are its disclosed insurance activities and its use of leverage in separately managed accounts. The brochure notes that representatives act as insurance agents/brokers and receive customary commissions (a disclosed conflict the firm says it will manage), and the firm also relies on institutional custody and research relationships with Charles Schwab and Raymond James while disclosing procedures—such as a Code of Ethics and trade pre‑clearance—to address related conflicts.