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
A Very, Very Narrow Market 2023 to date has been the year of massive growth stocks such as Apple, Alphabet (Google), Amazon, Microsoft, Nvidia and Netflix. It shows in the various index performances: while the Dow Jones Industrial Average was up about 4% (before dividends), the S&P 500 was up 16% and the Nasdaq up …
Read More...Latest Office News
Meet Jessica Hoard or “Jess” as the CAM team calls her. Jess has a couple roles here at CAM. Jess first came on the scene by teaching Linda and Charlie Pilates (back in the day). Linda and Charlie suggested Brian should give Pilates a try and the rest is history. Jess has been coming into the …
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