Home   Retirement Supplemental Retirement 403b Approved 403(b) vendors

Who are the University’s approved 403(b) vendors?

Authorized Vendors

*Collegiate Capital Management, Inc.

Collegiate Capital Management (CCM) is a local independent investment adviser that works with employees to provide a complement to Fidelity Investments.  CCM works with Fidelity 403(b) participants in two ways.  CCM will assist employees in setting up newaccounts, answering questions pertaining to new or existing accounts, and interfacing with the benefits department staff.  These services are provided by CCM at no charge to the participant.  CCM provides an additional level of support to those participants that wish to have assistance in the active management of their accounts. In this case, CCM will provide continuing advice on fund selection, asset allocation and portfolio design based upon the participant’s investment goals and risk tolerance.  CCM charges an asset-based fee for these services. The participant is free to discontinue this advisory relationship at any time.