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Columbia Asset Management, LLC is a professional wealth management firm providing personalized investment advisory services for clients desiring effective long-term advice.

Columbia Asset Management office by train tracks, cars in parking lot, and Ann Arbor trees

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?

Customized Advice - two blue office chairs sitting towards one another by the office window

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.

Long-term relationships - trees and train tracks looking over Ann Arbor
friendly-and-fun

We truly enjoy our work, and we believe our company culture and office reflect this.

Meet the Team

Photos of all six team members at Columbia Asset Management, looking happy and friendly
Photos of all six team members at Columbia Asset Management, looking happy and friendly

Meet the people who make up our Columbia Asset Management family.

Latest Stockboy Edition

a train making its way along a raised bridge in the forrest

Is the Market Predictable? – Not Really, but Human Behavior Is

July 1, 2021

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 …

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Latest Office News

bright sunny office space with high high ceilings and people working below

Alpha, Bravo, Charlie

July 1, 2021

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 …

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Learn more about how we serve our clients in our Client Relationship Summary (CRS)

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