Colliers Securities LLC

Colliers Securities LLC is a registered investment advisor and broker-dealer that offers investment advisory services through both non-wrap programs managed by internal advisors and wrap fee programs managed by outside investment managers. Through the Colliers Director Program, the firm provides non-discretionary investment advice where clients make their own final trading decisions. Additionally, the firm offers discretionary wrap fee programs through third-party platforms such as Envestnet Asset Management and Dana Investment Advisors, where outside managers handle day-to-day trading, portfolio rebalancing, and asset allocation. Colliers Securities assists clients in gathering financial and demographic information to select appropriate programs and managers tailored to their individual goals, time horizons, and risk tolerance. The firm also provides traditional brokerage, custody, and execution services through a clearing arrangement with National Financial Services LLC, a Fidelity Investments company.