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.
Goodbye 2020 2020 has been one of the most unusual and tumultuous years in American history. Covid-19 struck with little warning early in the year while the highly contentious national election approached with lots of forewarning late in the year. Neither circumstance played out in the markets as many figured, which reinforces the notion that …Read More...
It has been nearly three years since we started our Columbia Asset Management Employee Newsletter; and, as you can probably guess, we’ve run out of employees to introduce. However, a lot has happened in the world since then, so we’re starting back where it all began: with our first employee, Linda! She has since earned …Read More...
Address: 924 North Main Street, Suite 1 Ann Arbor, MI 48104
Email: firstname.lastname@example.org | Phone: (734) 665-1455