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.
Human Behavior: Panic The Colonial Pipeline’s hack in May seemed to create gas shortages all along the eastern seaboard. It turns out, there was never a shortage. Instead, simply the possibility of a shortage created panic buying that ended up looking like a shortage! Motorists, afraid of not being able to get gas, created their …Read More...
First of all, who doesn’t love falling back to the phonetic alphabet whenever possible? (It turns out to be particularly useful knowledge when talking bond CUSIPS.) Since her last newsletter, Charlie too has earned her Certified Financial Planner designation (with the encouragement of Linda) and this year she is retiring from her position as King …Read More...
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