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.
Who Are We Hearing From? 2022 has been the worst overall investment environment (including stocks, bonds, metals, etc.) in over 50 years. Investors have found very few places to hide. These are the investment periods that simply must be endured (I call the ‘price of admission for the long-term benefits of investing’) and perhaps where …
Read More...He didn’t actually leave but he is back as this quarter’s newsletter feature! As you may know, Brian Weisman founded Columbia Asset Management in 1997. What many of you may not know is that Brian is an avid gardener! He attributes this passion and skill to his mother who taught him everything from how to …
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