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Columbia Asset Management, LLC is a professional wealth management firm providing personalized investment advisory services for clients desiring effective long-term advice.

Columbia Asset Management office by train tracks, cars in parking lot, and Ann Arbor trees

Columbia Asset Management, LLC is a professional wealth management firm providing personalized investment advisory services for clients desiring effective long-term advice.

What makes us different?

Customized Advice - two blue office chairs sitting towards one another by the office window

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.

Long-term relationships - trees and train tracks looking over Ann Arbor
friendly-and-fun

We truly enjoy our work, and we believe our company culture and office reflect this.

Meet the Team

Photos of all six team members at Columbia Asset Management, looking happy and friendly
Photos of all six team members at Columbia Asset Management, looking happy and friendly

Meet the people who make up our Columbia Asset Management family.

Latest Stockboy Edition

a train making its way along a raised bridge in the forrest

The Year that Was… and Was Not

January 1, 2021

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 …

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Latest Office News

bright sunny office space with high high ceilings and people working below

Looping Back to Linda

January 1, 2021

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 …

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Learn more about how we serve our clients in our Client Relationship Summary (CRS)

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