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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

team-2022

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

Latest Stockboy Edition

Spring 2022

2022 vs 2023: Where We Are vs. Where We Are Going

January 1, 2023

Bye Bye 2022 Though most ‘experts’ predicted a good year for the markets, 2022 turned out to be one of the worst overall (including stocks and bonds) in 50 years.   Are experts clueless? No, but it does confirm that no one can consistently predict the stock market’s direction over the short term. Inflation was the …

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Latest Office News

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A Story with Kory (and Dinner Party)

January 1, 2023

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 …

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

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