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.
A Light Switch Change As we moved into 2023, it was like a light switch was flipped: what struggled last year suddenly rocketed upward. Netflix was up 20%, AirBNB up 30% and Tesla up 60%…in January alone! Why is it that a flip of the calendar can create such a change in fortune? Certainly, these …Read More...
Time to reintroduce you all to Kory Salagean, a leading lady in the Columbia story. Kory entered the scene in August of 2019. Since then, she has quickly transitioned to being a main character. Kory completed her Series 65 in 2020 and is a registered investment advisor in the State of Michigan. Titles aside, what …Read More...
Address: 924 North Main Street, Suite 1 Ann Arbor, MI 48104
Email: email@example.com | Phone: (734) 665-1455
924 North Main Street, Suite 1 Ann Arbor, MI 48104