Columbia Asset Management
Investment Company in Ann Arbor, MI
Columbia Asset Management, an expert wealth management company, supplies personalized investment advisory services for a select group of customers who desire effective long-term advice. Our company strives to supply sound investment advice combined with exceptional service. Professional integrity and privacy are of the utmost concern. This is why we currently have maintained more than a 99 percent customer retention rate on an annual basis since we started in 1997. Contact Details
From Our Website
Columbia Asset Management
read moreBack to Normal? The stock market had a strong 3rd quarter on the heels of a major recovery in quarter two. Having been broadsided by the pandemic during the first quarter, markets are now generally around level for the year (some parts up, others down). Growth stocks of all sizes have led the way up. We hope you and your loved ones are staying safe and healthy! It has not been the same without seeing our clients in person, but we are grateful to be able to continue to assist you all even while we do our best to stay socially-distant from each other.
News
read moreWe hope you and your loved ones are staying safe and healthy! It has not been the same without seeing our clients in person, but we are grateful to be able to continue to assist you all even while. With a lot of planning ahead and all hands on deck, we've executed a successful move into our new office space and it is already starting to feel like ours. We liked the space "as is" when the lease. Kory Salagean, office manager, joined Columbia Asset Management in August 2019. Kory graduated from Eastern Michigan University in 2018 majoring in International Affairs and Paralegal Studies.
Our Approach
read moreColumbia Asset Management, LLC was founded in 1997 by Brian H. Weisman (CFA, CFP, CPA, CMA) in Ann Arbor, Michigan. Today, we serve a variety of individual and institutional clients both nationally and internationally. Columbia is an SEC Registered Investment Advisor and a Fiduciary. Columbia Asset Management, LLC matches client objectives and profiles with customized investment portfolios. We can meet the individual needs of every client with various types of investments, including but not limited to: stocks, bonds, mutual funds, options, real estate, and private equity.
Stockboy
read moreThe Stockboy is a quarterly investment advice newsletter written by Brian H. Weisman, CFA, CPA, CFP, CMA, and president of Columbia Asset Management. Brian began the Stockboy in 1990 and its readers include Columbia Asset Management clients, well-respected financial advisors across the United States, and those interested in simple and straight forward financial advice. To subscribe to the newsletter and receive the entire print copy, please contact Brian at brian@columbiaasset.com. Back to Normal?