Columbia Asset Management was founded in 1997 by Brian H. Weisman, CFA, CFP, CPA, CMA, in Ann Arbor, Michigan. Today, we serve a variety of individual and institutional clients around the United States.
The firm matches client objectives and profiles with customized investments. We can meet the personal needs of every client with a diversity of investment options, including but not limited to stocks, bonds, mutual funds, options, real estate, international investments, and private equity.
Sound investment advice and exceptional service, principled with professional integrity and privacy, are key to our firm and are the reasons that we have maintained more than a 99 percent client retention rate on an annual basis since we began.
Columbia Asset Management has repeatedly ranked in The Bloomberg Wealth Manager's Top-Dog Report, an annual listing of the nation's top advisory firms. We also placed in the Top Ten Most Reliable Wealth Managers of The Great Lakes, a professional survey featured in Forbes magazine in 2008.
Columbia Asset Management is an SEC registered investment advisor in the State of Michigan.
Contact us for additional information.
The firm matches client objectives and profiles with customized investments. We can meet the personal needs of every client with a diversity of investment options, including but not limited to stocks, bonds, mutual funds, options, real estate, international investments, and private equity.
Sound investment advice and exceptional service, principled with professional integrity and privacy, are key to our firm and are the reasons that we have maintained more than a 99 percent client retention rate on an annual basis since we began.
Columbia Asset Management has repeatedly ranked in The Bloomberg Wealth Manager's Top-Dog Report, an annual listing of the nation's top advisory firms. We also placed in the Top Ten Most Reliable Wealth Managers of The Great Lakes, a professional survey featured in Forbes magazine in 2008.
Columbia Asset Management is an SEC registered investment advisor in the State of Michigan.
Contact us for additional information.