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 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, and in HOUR Detroit Magazine's Best of Detroit issue as one of the "2010 Five-Star Wealth Managers."
Columbia Asset Management is an SEC registered investment advisor in the State of Michigan.
Columbia Asset Management is a fee-only investment advisor and does not accept any commissions. The percentage fee we charge for assets under management is lower than industry average. We receive fees only from what we specifically invoice, with no hidden fees or costs, and full transparency.
We earn our fees through implementing a proper and effective investment strategy, monitoring portfolios and the market, making necessary allocation changes, and reporting quarterly to each client.
The firm has chosen a custodian/broker that offers, in our opinion, the finest combination of price and service to best serve our clients. National surveys have confirmed this choice.
Contact us for additional information.