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.
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 …Read More...
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 …Read More...
Address: 924 North Main Street, Suite 1 Ann Arbor, MI 48104
Email: email@example.com | Phone: (734) 665-1455
924 North Main Street, Suite 1 Ann Arbor, MI 48104