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.
Wall Street is Looking Behind Again At the end of 2022, after a tough year in both the stock and bond markets, many Wall Street observers claimed the ‘sixty-forty portfolio’ (60% stocks and 40% bonds) was dead. Yes, in 2022, that strategy didn’t work as it was down 16% (though if you held dividend-paying stocks …Read More...
You know how most people escape the winter by going someplace warm? Well, three of our employees reversed that trend and decided this past summer would be the perfect getaway for an Ice Adventure. Charlie, Kory, and Jess all headed to Iceland for a trip of a lifetime. They had a blast and the rest …Read More...
Address: 924 North Main Street, Suite 1 Ann Arbor, MI 48104
Email: email@example.com | Phone: (734) 665-1455