Ann Arbor MI Asset Management Firm
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?
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 Team
Meet the people who make up our Columbia Asset Management family.
Latest Stockboy Edition
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...Latest Office News
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...Learn more about how we serve our clients in our Client Relationship Summary (CRS)
Address: 924 North Main Street, Suite 1 Ann Arbor, MI 48104
Email: info@columbiaasset.com | Phone: (734) 665-1455
Address:
924 North Main Street, Suite 1 Ann Arbor, MI 48104
Email
info@columbiaasset.com
Phone
(734) 665-1455