• Christopher L. Knapp

Introducing Collaboration Asset Management

Your values, invested

At Collaboration Capital, we believe in the power of personal capital. We believe that capital markets and for-profit enterprises offer unparalleled opportunities to solve for complex, growing problems like climate, energy, water, living wage, and supply chain integrity. Most importantly, we believe that intentional investors wield immense power and influence to shape the world they really want to live in. For us, this is not a concessionary ask; our portfolios seek to generate returns in excess of traditional benchmarks.

We are now proud to announce that the core strategies that have powered the portfolios of our wealth management clients for the past 6 years, are now available to you – the investor that demands to invest in what you believe in.

Philosophy, Process, and Impact

Using traditional fundamental securities analysis that incorporates environmental, social, and governance (ESG) criteria, George Rooney, our Chief Investment Officer, is able to reduce overall portfolio risk and potentially generate long-term outperformance over traditional equity benchmarks.

We seek to deliver alpha-generating portfolios consisting of investments in companies that exhibit sustainable business practices across a wide spectrum of ESG considerations that themselves tie to the U.N.’s Sustainable Development Goals (SDGs) such as energy efficiency, food systems, and financial inclusion. We do this by aggregating a list of the best managers in the industry across asset classes to construct a well-balanced portfolio.

A diversified portfolio, built on your values

Anchored by our actively managed proprietary funds, Collaboration Capital ESG US and Collaboration Capital ESG Global, our tech-enabled portfolios are rounded out with real estate and fixed income investments.

The goal? A strategy that balances profit and purpose while also aiming for market or better return.

Investment accounts to access our ESG model portfolios can be opened online anytime and customized for your unique goals and risk profile, with a minimum investment as low as $5,000.

We invite you to join a growing number of forward-looking individuals whose portfolio commitments purposely tie together who they are as investors, citizens, consumers, and community builders.

Christopher L. Knapp

Chief Executive Officer

George Rooney

Chief Investment Officer

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Collaboration Capital, LLC is an SEC registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. The information contained within this website is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. In particular, none of the examples should be considered advice tailored to the needs of any specific investor. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. With respect to the description of any investment strategies, simulations, or investment recommendations, we cannot provide any assurances that they will perform as expected and as described in our materials. Past performance is not indicative of future results. Every investment program has the potential for loss as well as gain. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Please refer to the "Disclosure" link below for additional information.

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