Who We Serve

While there is no absolute criteria, Column Capital serves high net worth individuals and families that share many of the following characteristics:

  • Long-term relationship with a trusted, independent advisor that does not sell products.
  • Appreciate an advisor that can provide advice and solutions which are integrated with your overall financial plan in addition to investment management.
  • High net worth individuals and families (i.e., retirees, corporate executives, physicians, lawyers, business owners, professional athletes).
  • Have a net worth ranging from $2 – $25 million
  • Our minimum investment relationship is generally $500,000 if you are still actively accumulating or $1 million if retired.