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Columbia Asset Management, LLC is a professional wealth management firm providing personalized investment advisory services for clients desiring effective long-term advice.

Columbia Asset Management office by train tracks, cars in parking lot, and Ann Arbor trees

Columbia Asset Management, LLC is a professional wealth management firm providing personalized investment advisory services for clients desiring effective long-term advice.

What makes us different?

Customized Advice - two blue office chairs sitting towards one another by the office window

We avoid formula-based portfolios because we embrace the fact that no two clients' specific goals and needs are the same.

We’ve maintained a 99%+ client retention rate on an annual basis since opening in 1997.

Long-term relationships - trees and train tracks looking over Ann Arbor
friendly-and-fun

We truly enjoy our work, and we believe our company culture and office reflect this.

Meet the Team

team-2022

Meet the people who make up our Columbia Asset Management family.

Latest Stockboy Edition

summer train

Beware Investment Themes Du Jour/Annee

July 1, 2024

And Then There Was One? 2023’s strong stock market returns were primarily fueled by the Magnificent Seven – Apple, Alphabet (Google), Amazon, Meta, Microsoft, Nvidia and Tesla.  If you didn’t hold a sizable amount of those seven stocks, you likely trailed the S&P 500 (of course, the opposite was true in 2022 when the market …

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Latest Office News

Sweden

Traveling Resa with Linda

July 1, 2024

All Aboard! Destination-Sweden! Travel Buddy-Linda! Most of you know (with Linda being the longest employee of CAM- 19 years and counting!) that she was born and raised in Sweden. Linda moved to the United States in 1996 and has called Ann Arbor her home since then. Linda’s family remains in Sweden and once a year …

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Learn more about how we serve our clients in our Client Relationship Summary (CRS)

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