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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

spring train

All Isn’t What It Appears to Be!

July 1, 2023

A Very, Very Narrow Market 2023 to date has been the year of massive growth stocks such as Apple, Alphabet (Google), Amazon, Microsoft, Nvidia and Netflix.  It shows in the various index performances: while the Dow Jones Industrial Average was up about 4% (before dividends), the S&P 500 was up 16% and the Nasdaq up …

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Latest Office News

Jess

Journey with Jess

July 1, 2023

Meet Jessica Hoard or “Jess” as the CAM team calls her. Jess has a couple roles here at CAM. Jess first came on the scene by teaching Linda and Charlie Pilates (back in the day). Linda and Charlie suggested Brian should give Pilates a try and the rest is history. Jess has been coming into the …

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

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