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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

team-2022

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

Latest Stockboy Edition

spring train

Who Turned On/Off the Lights?!

April 1, 2023

A Light Switch Change As we moved into 2023, it was like a light switch was flipped: what struggled last year suddenly rocketed upward.  Netflix was up 20%, AirBNB up 30% and Tesla up 60%…in January alone! Why is it that a flip of the calendar can create such a change in fortune?  Certainly, these …

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Latest Office News

kory 2022

A Story with Kory (and Dinner Party)

January 1, 2023

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 …

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

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