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.
The Rough Start Continues The 2nd quarter of 2022 brought more and greater pain for investors as we hit the definition of a bear market – the stock market (S&P 500) being down 20% from its recent high, reached coincidentally right at the end of 2021. During this market fall, there have been very few …Read More...
The title alliteration is a stretch…but seriously, our part-time remote employee, Sarah, worked with us in the office for a week! In this edition of our employee newsletter, Sarah reflects on all the things she enjoyed about being back as an ‘in-person’ employee at Columbia Asset Management — The last time I physically worked in …Read More...
Address: 924 North Main Street, Suite 1 Ann Arbor, MI 48104
Email: email@example.com | Phone: (734) 665-1455