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 people who make up our Columbia Asset Management family.
Storm Clouds or Will It Pass Over? For quite a while, the stock market seemed to know only one direction since the dark days of March, 2020. Then September came along and the market promptly fell over 4.5% for the month. September and October are known to be volatile months and 2021 proved no …Read More...
It’s been over three years since we chatted with Christen. Since she was last interviewed for our employee newsletter, her family moved from California- where her husband completed his microsurgery fellowship at Stanford- to Carmel, Indiana. Her oldest son, Parker, is now in third grade, and Eli, who is about to turn five, will begin …Read More...
Address: 924 North Main Street, Suite 1 Ann Arbor, MI 48104
Email: email@example.com | Phone: (734) 665-1455