Ann Arbor MI Asset Management Firm
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?
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.
We truly enjoy our work, and we believe our company culture and office reflect this.
Meet the Team
Meet the people who make up our Columbia Asset Management family.
Latest Stockboy Edition
The Fall and Rise and… Who Knows?! April 2 marked the famed (infamed??) Liberation Day by President Trump declaring tariffs on nations’ goods near and far. The stock market promptly plummeted. Then, the President said there’d be a 90 day pause on the new tariffs and the market began to recover, and quite quickly. The …
Read More...Latest Office News
Greetings from Carmel, Indiana! We are circling it back to Christen for this newsletter. It has been 4 years since we last caught up with her and she’s now been with Columbia for 15 years (but who’s counting anyways)! She continues to work remotely from Indiana most days but still thoroughly enjoys her visits to …
Read More...Learn more about how we serve our clients in our Client Relationship Summary (CRS)
Address: 924 North Main Street, Suite 1 Ann Arbor, MI 48104
Email: info@columbiaasset.com | Phone: (734) 665-1455
Address:
924 North Main Street, Suite 1 Ann Arbor, MI 48104
Email
info@columbiaasset.com
Phone
(734) 665-1455