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
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 …
Read More...Latest Office News
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 …
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