Support and FAQ (Frequently Asked Questions)
If you have further questions, please contact us
How do I get in touch with you?
Is there a minimum investment amount?
Do you have a mutual fund?
Do you manage portfolios for individuals?
I have an account at Vanguard, can you work with them?
Has anyone ever endorsed you?
I’d like to look up your firm with FINRA. What is your CRD number?
For your convenience, we’ve included a link to our FINRA results page: https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=113421
Do you use margin, options or futures?
Can you explain what Collective2.com is?
The state of Colorado allows us to maintain these live portfolios as they represent an accurate barometer of our portfolio holdings, risk and return. C2 also provides their own statistical appraisal and reviews of the portfolios as well.